Author: Ian Britz
Before we can use the Dashboard, we first need to create a new Dashboard App. A Dashboard App is the combination of both a Dashboard and all its related security and workflow settings, such as which users can access the app, and which Models and Dimensions they're allowed to read from and write to.
Configure Model Permissions
Step 1. Navigate to the Administrator Module and select the application of choice.
Step 2. Select Permission in the right-hand menu, and choose the user you want to edit under the Configure drop-down at the top of the page. Click on the Model button to change Model permissions.
Step 3. In the Read tab, select all three Models. This allows us to view the data in every Model.
In the Write tab, select the Assumption and Expense Models. We don't need write permissions for the Reporting Model as our Net Income Report doesn't accept input.
Note: If you are a Model Designer or System Administrator, you have read permissions for all Models within the application, implicitly.
Configure a Dashboard App
Step 1. Now let’s navigate to the Dashboard App section and select Add.
Name the new Dashboard App. Select the Dashboard we just created and click Save.
Step 2. Now let’s navigate to our new Dashboard App by selecting Revenue Planning in the navigation pane.
Step 3. Now let's add ourselves as a Contributor by selecting Contributor in the User tab. A Contributor is a basic Workflow Role that allows us to view and edit apps.
Select the user you want to add and click OK.
Now that everything is configured, let's check out our Dashboard App and start adding data to it.