Can I configure access for my custom dashboards?

When you first create a dashboard, it is only accessible to you and your account architects; you can then choose to give access to other members of your account as required.

To control the access to a dashboard, click the padlock button and the standard Method Grid access control interface will open. You can now give access to the dashboard by:

  • Groups – groups of account members as configured in your account members section, learn more here.
  • Members – individual members.
  • Architects – architects are your account super admins and have access to everything, this section is view only.

Once you select a group or member, you can then assign their access level to that dashboard:

  • View – enables view only access
  • Edit – enables full edit access
  • Manage – enables full edit access plus the ability to configure access