Author: Ian Britz
Before we can begin to use our new Dashboard, we first need to create a new Dashboard App. A Dashboard App is the combination of both our Dashboard and all the related security and workflow settings that drive the Dashboard. In addition, we need to give our user account permission to read and write data to the Models we created.
Step 1. First, navigate to the ADMINISTRATOR section.
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 WRITE tab, select the Assumption and Expense Models. We don't need write permissions on the Reporting Model, as our Net Income Form doesn't accept input.
Step 4. Now let’s navigate to the Dashboard App section and select Add.
Step 5. Name the new Dashboard App. Select the Dashboard we just created and click Save.
Step 6. Now let’s navigate to our new Dashboard App by selecting Revenue Planning in the navigation pane. Add ourselves as a Contributor by selecting Contributor in the USER tab.
Step 7. Select the user you want to add and click OK.
Now that everything is configured, let's check out our App and start adding data to it.