Dashboard Security Rights

Dashboard rights are selected from the Category drop-down on the Rights tab in 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: Blueprint, global, role, site, team, and user.

Allows people working with dashboard slideshows to:

  • View: Access dashboard slideshows.
  • Add: Create dashboard slideshows.
  • Edit: Edit dashboard slideshowss.
  • 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