• Log in as a Supervisor or a user with Supervisor rights.

    • In Administration, click Set up system security.

    • Open the user's security group.

    • Under System Components, highlight Shared Components.

    • Under Shared Components Privileges, mark the Dashboard checkbox, and click Options.

    • In the Security Options screen, mark the appropriate checkboxes.

    • Click OK.

    • Save and close the security group.

    Note: Users must exit and sign out of The Financial Edge and then log back in before the security changes will take effect.


    For more information about security, refer to the Administration Guide