Assign KPI Permissions

You can control system role permissions granted to each individual KPI instance. When a user assigned the specific role opens the program, only KPIs for which they are granted permission appear.

For example, you create a KPI instance to track registrant capacity for an upcoming event. As a result, links to the KPI are added to the event record and event support staff has access to event records; however, only event coordinators should have access to these links. Using the Assign Permissions functionality, you can assign event coordinators access to the links and deny access to all other system roles.

Note: For more information about system roles and security, refer to System Roles.