How to Assign a Dashboard to a Role – TrackVia

This article discusses using the Role Designer to assign a Dashboard to a Role and set one as the Role's homepage.

Navigate to the Homepage and click "Edit" from the Roles drop down menu next to the appropriate Role.
Click the Add/Remove button in the Dashboards section, which will pop up a window. Check the box for the Dashboard(s) you want to assign to the Role. Also within this window:

When you select a dashboard, its elements (Views and Forms) are automatically added to the Resources section. When you assign a dashboard to a role and an element on the dashboard has not yet been explicitly granted permission to it, the system will require you to select an edit form for this new resource.

NOTE: If you do not grant access to an element included on a Dashboard you are assigning, that Role (the users assigned) will be able to see the Dashboard itself, but will see a permissions error message in place of the element they have not been granted access to.
After the Dashboard(s) have been selected and desired access to individual elements has been granted, click Save.
At this point, any of the Dashboards assigned to the Role can be set as that Role's homepage by placing it at the top of the list. That Dashboard is what the user will see when they sign in to TrackVia or when they click the home icon in the main navigation bar.

NOTE: Only one Dashboard can be set as a Role's homepage (determined by the first dashboard in the user's favorite app, see How to Assign a Dashboard as a Homepage). However, you can grant access to as many Dashboards as desired. You can determine the order of a user's dashboard links within their Role. The system will display the first four or five dashboards across the top of the screen, while the rest can found under the "More" drop down menu.

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