BI Dashboard Builder - CMiC BI Security Setup - Step 3: Dashboard End User Setup

Utilities drop-down menu

A Dashboard End User is someone that uses dashboards/queries/cards, such as an AP clerk.

Assign Roles to Dashboards – Dashboard Security

To grant a Dashboard End User access to a dashboard/query/card, the security role to which the user belongs must be assigned to the dashboard/query/card. This is done using the “Assign Roles to Dashboard” option under the Utilities menu of Dashboard Builder (shown above), by a BI Administrator (user with BISECMNG system privilege).

Access to dashboards/queries/cards can also be granted in BI Analytics (refer to the BI Analytics guide) and in CMiC Field (refer to CMiC Field guide)

NOTE: A link to launch the Assign Roles to Dashboards utility can be added as a new Console tab using the Console tool, or to a Treeview using the Treeview Builder tool. The Target for this utility, which is required by the tools to create a link to the utility, is “SD - Assign Roles to BI Dashboards”.