Managing dashboard and dashboard folder permissions

Dashboards

This section describes the permission management of dashboards and dashboard folders in Infor BI Dashboards.

Note: To manage the permissions of dashboards and dashboard folders, users must have the Administer permission.

To manage dashboard and dashboard folder permissions:

  1. Click Dashboards on the toolbar.
  2. Click the Settings icon of the dashboard or folder to manage.
  3. Click Permissions.
    The Permissions dialog displays the roles which have been created for the dashboard catalog in Repository Administration. The permissions for each role are displayed. By default, roles inherit their permissions from the dashboard catalog.
  4. To assign or withdraw permissions manually, select or clear the permissions check boxes.
    If you change a permission manually, the Restore Inheritance button is enabled. If you change the permissions on a folder, the permissions are inherited by all subfolders and dashboards within it.
  5. To restore the inherited permissions of the role, click Restore Inheritance.
Parent topic: Dashboard management