Security Roles for Dashboard

The Dashboard uses security roles to determine which users can view The Dashboard reports and set goals.

Watch the Setting Dashboard Security Roles video

To access Dashboard security roles settings:

1. Click Setup.
2. In the Employee submenu, click Security Roles.
3. Click the role you want to change.
4. Click the plus icon to expand Report Security.
5. Click the plus icon next to Dashboard.
6. After making the necessary changes, click Save.

The following is an example of Dashboard security roles.