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Dashboard Permissions

 

Administrator can use the Dashboard Permissions section in the User Management module to determine who can serve as Dashboard Administrators.

With this access, Administrators can set the default views of each Dashboard to consistently showcase the most relevant, actionable data points for all users.

 

dashboard permissions.png

 

Permission to Edit Dashboards

As an Administrator, you can navigate to the section Dashboard Permissions within the User Management module to assign other Administrators to Dashboards in the Pramata Platform and CRM, 

  • To provide edit permission to Dashboards within Pramata Platform, in the Dashboards inside Pramata Platform drop-down menu, type and select the user.
  • To provide edit permission to Dashboards within Pramata Platform, in the Dashboards inside CRM drop-down menu, type and select the user.

Upon completion, click Save.