Configuring Role-Based Access to Dashboards
You can grant access to Dashboards to users who have roles that do not include permissions for the related applications. To do so, you create a new Max application to which you assign a Dashboard that you then authorize for role-based access.
To configure role-based access to Dashboards:
1. In Max Designer, clickDeveloper Tools (
) > , and then in the top left corner, search for and click Application.
) > , and then in the top left corner, search for and click Application.2. In the left pane, click Records, and then on the list view, in the top left corner, click Create (
).
).3. On the record page, complete the fields as follows, and then in the top left corner, click Save (
).
).|
Field
|
Value
|
||
|---|---|---|---|
|
Name
|
The name you want to use for this Application, for example, Role-Based Dashboard Access.
|
||
|
Identifier
|
This value auto-populates based on the text you enter in the Name field, which you can update if desired.
|
||
|
Namespace
|
Select preferred values if needed. Default values are appropriate in most cases.
|
||
|
Application
|
|||
|
Show on Home Page check box
|
Selected
|
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|
Application Redirect URL
|
#<application_full_identifier>?focus=dashboard
|
4. On the Dashboards tab, in the top left corner, click Link (
), and then in the list view, select the Dashboard you want to expose to users with specific roles.
), and then in the list view, select the Dashboard you want to expose to users with specific roles.5. On the Authorized Roles tab, in the top left corner, click Link (), and then in the list view, select the Roles you want to authorize.
), and then in the list view, select the Roles you want to authorize.6. In the list view, in the top left corner, click Link Selected Records (), and then on the record page, in the top left corner, click Save and Close (
).
), and then on the record page, in the top left corner, click Save and Close ().7. Click Development Actions (
) > .
) > .