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About access rights regarding window and menu-level security

Access rights definitions

About the Dashboard

Setting up Dashboard security

Important! Assigning security to a window or menu command does not restrict Dashboard access to the information aggregated by that window or module. You must assign security to Dashboard information separately.

You can restrict access to Dashboard information by setting security for the Dashboard as a whole, assigning access to selected security groups.

In addition, you can limit access to certain types of information by assigning separate access rights to General Ledger, Payables, Receivables, Projects, and Alerts information.

Note: If you do not assign additional security to each of these areas on the Dashboard, any user with access to the Dashboard will have access to the unrestricted areas.

To set Dashboard security:

  1. Log on to the company as a company administrator.
  2. Open the Dashboard.
  3. Click Options > Set Dashboard Security (or simply press F7).

  4. Select the security groups that should have access to the Dashboard.

    Only users assigned to groups that are selected can view information on the Dashboard.

  5. Click Save.

To restrict access to particular types of information on the Dashboard:

  1. On the Dashboard, below the menu bar, click the Add/Remove Content link.

    The Add/Remove Dashboard Content window appears, displaying separate tabs for General Ledger, Payables, Receivables, Projects, and Alerts information.

  2. For each type of information to which you want to restrict access:
    1. Click the tab (for example, General Ledger).
    2. In the top-left corner of the tab, click the Security link.
    3. Select the security groups to which you want to provide access to the information on the tab.
    4. Click Save.

  3. To return to the Dashboard, click File > Exit.