This article details how to restrict the access to an indicator according to the user profile. For example: how to prevent a sales consultant from viewing the turnover?
STEP 1: GO TO THE SETTINGS OF THE DASHBOARD
You may manage indicators from the SETTINGS button at the top right-hand corner of the Dashboard.
The Dashboard settings window opens. Two tabs respectively enable to:
- manage the rights to access the added indicators according to the user profiles and how they are organised.
- Add indicators to the dashboard
STEP 2: FROM THE “RIGHTS AND ORGANISATION”
Please click on the indicator you wish to restrict, then tick the box named “limit the authorised users’ roles”. Then, please select the people to which the indicator will be viewable.
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