Granting or removing dashboard membership

Use this procedure to grant or remove dashboard membership.

Procedure

  1. In HCL® Marketing Software, select Dashboard and then select the tab for the dashboard you want to work with.
  2. Click the Manage Permissions icon at the bottom of the dashboard you want to work with.

    A Manage Permissions tab opens.

  3. Click the Manage Dashboard Users icon.

    A Manage Dashboard Users page opens.

  4. Select or deselect the checkbox to grant or remove access to the dashboard.

    Users whose names are selected can view the dashboard.

    You can do the following to find users.

    • Filter the list by entering all or part of a user name in the Search field.
    • Display all users, or only unassigned users, or only assigned users.
    • Sort the list by clicking column headings.
    • Display all users at once (based on your filtering criteria) or page through the list.
  5. Click Update.