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:
- Add users to the space. If the user accounts do not exist in the Birst system, an account administrator can add them.
- Assign users to the appropriate groups.
- Optionally, grant access to Custom Subject Areas.
- Optionally, grant access to Dashboards 2.0.
- For advanced users to create their own reports, grant access to Explore in Visualizer.
- Optionally, confirm that the scheduled reports are delivered as expected.
- For users to send reports in email, enable Enable Self Schedule permission.
- Set up your users on Birst Mobile and provide them with relevant information for using the app, including the in-app Help.
- See the usage guidelines for Dashboards 2.0 in the Business User Guide and at the Birst Community.