Note: Any user who has Supervisor rights will have the ability to view, edit, delete and create new dashboards

To manage permissions for Dashboard builder on a role


1. In the web view, go to Control Panel, Security
2. Click Roles tab, Under Analysis roles, click the three little dots next to the security group, select Edit role
3. Under Fundraising tasks, click
4. Choose your level of permission this role will have
5. Click Save

To manage permissions for Dashboard builder for user

1. In the web view, go to Control Panel, Security
2. Click Users tab, click the three little dots next to the user's name, select Manage roles
3. Under Security, Analysis, choose the role set-up that includes the Dashboard builder
4. Click Save

Note: Dashboard builder permission only apply to the web view.  Reports/Dashboards security in the database view are separate security settings.

For more information on web view permission visit our help documentation