Creating dashboard roles

Permissions for the Management Insights dashboard are role-based. Once the roles must be created, users can then be associated with a role.

Several Axiom Intelligence roles can be created to manage user permissions as needed. At a minimum, two roles must be added:

• Axiom Dashboard Report Security Admin

• Axiom Dashboard Report User

  NOTE: These role names are examples; you can create your own role names for the Axiom Intelligence roles.

To create and populate the Axiom Dashboard Report Security Admin role:

1. From the Axiom home page, use the Quick Launch tool to open the Excel Client.
   

   

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2. Select Manage > Security > Security Manager to open the Security Manager.
   

   

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3. Select Roles in the Security Manager and enter the security admin role name, such as Axiom Dashboard Report Security Admin.

   NOTE: Subsystems are not supported for roles associated with Axiom Intelligence dashboards.

4. Select the name of a user from the list and use the icon to add the user to the to the role.

   NOTE: Persons added to the Axiom Dashboard Report Security Admin role must be Axiom administrators. You can use the administrator check box for any name you display. However, that individual will have admin rights throughout Axiom as well as dashboard admin rights.

   

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5. Repeat Step 4 for each person you wish to add as a dashboard security user.

Result: The persons you add to the dashboard security admin role can now grant permissions to dashboard users.

For more information, see:

Setting user permissions for dashboards

The Security Management dialog

To create and populate a dashboard user role:

1. Select Roles in the security manager and enter the dashboard user role name.

2. Select the name of a user from the list and use the icon to add the user to the to the role.

NOTE: Because a person is added to the dashboard security administrator role does not mean that he or she will be able to view the dashboard. You will need to add those administrators to the dashboard user role if they want to view the dashboard.

Result: The persons you add to the dashboard security user role can now view Axiom Intelligence dashboards.

For more information, see:

Viewing an Axiom Intelligence dashboard