Set user permissions for KPI instances

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.

1. From Analysis, select Information library. The information library appears.

2. Select the KPIs tab.

3. In the grid, select the KPI instance for which to assign permissions.

4. On the action bar, select Assign Permissions. The Assign KPI Instance Permissions screen appears.

5. Under System Roles, select the checkboxes for the roles to access the KPI.

   Note: To deny a role access, do not select its checkbox. To clear all existing assignments, select Clear all.

6. Select Save. You return to the KPI Instances page.