Page 79 - Unanet AE: Administering the System

Analytic Dashboards Permissions
Unanet AE relies on permissions to grant access to the Analytic Dashboards feature
set. You will need permission to the following applets that are involved with Analytic
Dashboards:
• Analytic Dashboard Designer
• Analytic Dashboards
• Dashboard Groups
• Dashboard Groups > Special Rights > Can Save Default Layout
• Dashboard Queries Manager
• Marketplace Purchases

Activity 9.1 – Work with Analytic Dashboard Applets
In this activity, you will grant permissions to Analytic Dashboard applets.

Activity Steps

1. Navigate to Administration > Permissions. The Permissions applet opens.
2. Select the Groups tab.
3. Select the lock icon for the Accounts Receivable group to add permissions.
The Permissions for Accounts Receivable window opens.
4. Select the Group Permissions tab.
5. Select the +/- icon to collapse the tree.
6. Select the + icon for the Utilities module.
7. Select the View, Edit, Add, and Delete check boxes for the following Applets:
• Analytic Dashboard Designer
• Analytic Dashboards
• Dashboard Groups
• Dashboard Queries Manager
• Marketplace Purchases
• Query Builder
8. Select the + icon for the Dashboard Groups applet. The Special Rights options
display for Dashboard Groups.
9. Select the Allowed check box for Can Save Default Layout.
10. Select the Save button.
11. Close the Permissions applet.

Lesson 9: Creating and Managing Analytic Dashboards ©2022 Unanet. All rights reserved. 79