Dashboard Security Rights

Dashboard rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).

Right Description (when checked Check Box) Grant To:

Dashboards?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Dashboards to:

  • View: View Dashboards.
  • Add: Create Dashboards.
  • Edit: Edit Dashboards.
  • Delete: Delete Dashboards.

View/Run Only:

  • Users/Customers

All rights:

  • System administrators
  • Managers
  • Advanced Users (Level 2 and 3 technicians)

Mobile Dashboards?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Mobile Dashboards to:

  • View: View Mobile Dashboards.
  • Add: Create Mobile Dashboards.
  • Edit: Edit Mobile Dashboards.
  • Delete: Delete Mobile Dashboards.

View/Run Only:

  • Managers
  • Users

All rights:

  • System administrators
  • Advanced Users (Level 2 and 3 technicians)

Slideshows?

Slideshows are accessed from within the Dashboard Viewer.

Rights are organized by scope: Global, Role, Team, and User.

Allows people working with Dashboard Slideshows to:

  • View: Access Dashboard Slideshows.
  • Add: Create Dashboard Slideshows.
  • Edit: Edit Dashboard Slideshows.
  • Delete: Delete Dashboard Slideshows.

View/Run Only:

  • Users

All rights:

  • System administrators
  • Managers
  • Advanced Users (Level 2 and 3 technicians)

Widgets?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Widgets to:

  • View: Access Widgets.
  • Add: Create Widgets.
  • Edit: Edit Widgets.
  • Delete: Delete Widgets.

View/Run Only:

  • Users/Customers

View/Run/Add/Edit Only:

  • Managers
  • Advanced Users (Level 2 and 3 technicians)

All rights:

  • System administrators
Can set a default Dashboard Theme? Allow: Allows selected Users to select a default Theme for all Dashboards.
  • System administrators
  • Managers
  • Users