Analysis Security

From Analysis, Dashboards, users can get a pulse-check on your organization's invoice, account, and budget activity. In Control Panel, Security, admins can view and choose whether a financial role can access Dashboards — and if so, which dashboards.

Set a financial role's access to analysis

From Control Panel, select Security and Roles.
Under Financial roles, select Edit role from the role's menu.
Under Analyze tasks, choose which dashboards the role can access.
- For all dashboards, select All dashboards.
- For specific categories of dashboards, select the dashboards the role should access, such as General ledger dashboards.
- To view each individual dashboard associated with a dashboard category, select Show permissions.
Select Save.

Tip: Be patient. It may take up to five minutes for security changes to take effect.

Note: For information about how to set a role's access to Analysis, Dashboard builder, see Dashboard Builder Security.

Tip: Admins! In the database view, you can set record-level security to further limit which information the group's members can access.