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How to Grant User Access to Reports in My Dashboard

 

My Dashboard is a visually engaging tool that enables your users to gain deeper insight into their operations and find new areas to improve their business performance. Various reports are available to support users in exploring key product information.

Before you start, make sure:

  • You are logged into SnapTracker.
  • You have access to the My Dashboard Access menu.
  • The user who the reports are to be granted for has access to the My Dashboard menu.

This post outlines how to grant and manage report access for users if you have access to the My Dashboard Access screen.

 

1. In the header section, click Utilities.

 

2. Click the arrow beside User Setup, then click My Dashboard Access.

 

The My Dashboard Access screen displays.

 

Observe the search filters on the My Dashboard Access screen:

  • User Type – Select a User Type to filter the results in the Select User drop-down box by, such as Internet User.
  • Select User – Based on the selection in User Type, the users are filtered in the drop-down. You can select a specific user to assign reports to.
  • Select Report – For future development. (Not currently available).
  • Search User – Enter [[a user related keyword]] to search for a user, based on the Search By field.
  • Search By – Combined with Search User. Type in a keyword to search for in the Search User field. Select whether SnapTracker will search by Name, Email or User ID for the results.

 

3. In the Search User field, enter a user’s name.

 

4. From the auto-populated list, select the desired user.

 

The selected user’s report settings displays.

 

Observe the primary actions at the bottom of the screen:

  • Reset – Reset any applied search filters.
  • Restore Sequence – Reset the selected user’s report access settings to defaults
  • Copy Access – Copy the selected user’s report access settings to other users.
  • Update – Update the selected user’s report access settings based on changes.

 

5. To grant the user access to a report, select the checkbox(es) beside the report(s).

 

6. To save the changes, click Update.

The display sequence field becomes enabled for the assigned reports. The display sequence controls the order the reports display in the My Dashboard screen.

 

7. To change the default sequence, drag and drop the report into the desired order, or enter the desired sequence number in the Display Sequence field.

 

8. To save the changes, click Update.

All report access has been assigned and updated.