Dashboards

The "Dashboard Security" allows administrators to control access to system and custom dashboards, ensuring data security and user visibility.

Dashboard Types:

• System Dashboards: Pre-built dashboards offer immediate insights into key metrics, eliminating configuration needs.

• Custom Dashboards: Allow users to create personalized dashboards with their preferred reports and organization.

• Favorites Dashboards: Individual user workspaces for managing and organizing reports based on their needs. (Automatically created for each user.)

Security Features (Administrators only):

• Control Access: Define who can view, manage, and add reports to different dashboard types.

  

Dashboard Permissions

OE_ADMIN and users with the "ovaledge.role.admin" role can manage access permissions for dashboards (system, custom, and favorites).

• Grant/Deny Access: Control which users or roles can view, manage, and add reports to different dashboards.

• Bulk Permission Management: Efficiently update role permissions across multiple dashboards simultaneously.

Detailed Permission Management:

• Individual Permissions: Add, modify, or delete metadata (view/edit) permissions for specific roles or users on individual dashboards.

• Role-Based Access: Set metadata permissions for roles based on license type limitations.

Additional Actions:

• Define Dashboard Admin: Assign a role as admin for a dashboard, granting them the highest permissions (OE_ADMIN or "ovaledge.role.admin" only).

• Delete Dashboards: Delete existing dashboards.