Management Dashboard Setup

It is important to first verify your management structure is set up correctly within your system to ensure your dashboards will reflect data accurately. For more information, see Transitioning from Management Reports to Management Dashboards.

Permissions

There are two permissions associated with the set up of Management Dashboards:

• MANAGEMENT DASHBOARD - COPY/CREATE - Allows a user to create a new management dashboard configuration or copy an existing management dashboard configuration.
• MANAGEMENT DASHBOARD - VIEW - Allows a user to view an existing management dashboard.

Permissions - Video Training

For additional instructions on enabling permissions, see Roles Permissions and User Permissions. For a list of all permissions, see Permissions.