Deploying Dashboards

Giving business users access to dashboards is the last step in the deployment of your Birst solution. These steps must be performed by a Space Administrator. Details are available in the Administration section and in Access and Privileges for Dashboards 2.0. .

To ensure access:

1. Add users to the space. If the user accounts do not exist in the Birst system, an Account Administrator can add them.
2. Assign users to the appropriate groups.
3. If appropriate, grant access to Custom Subject Areas.
4. If appropriate, grant access to Dashboards 2.0.
5. For advanced users to create their own reports, grant access to Explore in Visualizer.
6. If relevant, confirm that scheduled reports are delivered as expected.
7. For users to send reports in email, grant Enable Self Schedule permission.
8. Set up your users on Birst Mobile and provide them with relevant information for using the app, including the in-app Help.
9. Leverage the usage tips from the Business User Guide to Dashboards 2.0 in the Help and on the Community.