Adding Roles That Can View Dashboard Tiles

When you create a dashboard tile, you assign roles that can view the tile. After tile creation, you can still add roles that can view the dashboard tile. The original role associated with the dashboard tile creation is called the source role, and any new roles for which you want to grant additional access are called target roles. When you add a target role, the tiles that the source role can view also become available for viewing to the target roles.

To add roles that can view dashboard tiles:

  1. Go to Setup > Dashboard Tiles > Roles Update.

  2. On the Dashboard Tiles Roles Update page, specify values for the following fields:

    1. Target Role – Select a target role. To select multiple roles, press and hold down the Ctrl key.

    2. Source Role – Select a source role.

  3. Click Run Update.

  4. Click OK.

  5. On the Schedule Script Status page, click Refresh to check the status of the update.

    The Status column displays Complete after the update.

After the update, the tiles that the source role can view also become available for viewing to the target roles.

Related Topics

General Notices