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How to assign roles in Dashboards

The roles in the Dashboards module can be assigned in two different ways depending on the scope of the information the user should have:

  • Global roles: the user has permissions in Dashboards for all scopes, without restrictions.
  • Roles by scope: the user has permissions restricted to the indicated scope.

How to assign global roles

Section titled “How to assign global roles”
  1. Access SmartOSH and select Settings > Users.
  2. Enter the user to whom you want to assign the roles.
  3. Select the Global roles tab and click Link.
  4. Select the role (or roles) and click Accept.
  5. Click Save.

How to assign roles by scope

Section titled “How to assign roles by scope”
  1. Access SmartOSH and select Settings > Users.
  2. Enter the user to whom you want to assign the roles.
  3. Select the Roles by scope tab and click New.
  4. Select the scope to which the assigned role should refer and check the corresponding boxes.
  5. Click Link, select the role (or roles) and click Accept on the role screen.
  6. Click Accept on the scope permission screen.
  7. Click Save.

Role behaviour

Section titled “Role behaviour”

The following specifies only the accesses to the Dashboards module.

Dashboards - View

Section titled “Dashboards - View”

Allows access to the module in view-only mode.

  • Does not allow creating records.
  • The display of the content of each dashboard depends on the specific roles of the referenced module.

Dashboards - Modification

Section titled “Dashboards - Modification”

Allows access to the module and some modification actions.

  • Allows creating objectives.
  • Allows creating a new dashboard.
  • Allows viewing the distribution of dashboards.
  • Allows making changes to the dashboard definition.
  • The display of content depends on the specific roles of the underlying module.

Dashboards - Editing

Section titled “Dashboards - Editing”

Allows access to the module and editing actions on data sources.

  • Allows creating objectives.
  • Allows creating a new dashboard and copying an existing one.
  • Allows viewing the distribution of dashboards.
  • Allows making changes to the definition of the dashboard.
  • The display of content depends on the specific roles of the underlying module.

Source: DM-SO-23-004 «Role assignment in Dashboards», version 1, 08/05/2023.