Analysis Security

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

Set a financial role's access to analysis

Select Security, 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 permission changes to take effect.

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