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.
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.
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.
To return to the Dashboard, click File > Exit.
About access rights regarding window and menu-level security |
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