Cloudability Manage user views and dashboards in Cloudability

In Cloudability , you can manage a user's access to views and dashboards. Other Cloudability user functions are managed in Access Administration .

Roles and permissions in Cloudability

Learn how to manage user permissions and roles in Access Administration .

Managing user views and dashboards
  1. Navigate to Settings > Users .
  2. Select the check box next to the name of user you want to manage, then select .
    To edit views and dashboards for multiple users, select at least two users, and then select Edit Multiple .

  3. In the Edit a user pane that displays, edit the user's access to views and dashboards.

    Note:

    When users are assigned a view, they can not see any data until they have the ViewsFeatureFullAccess permission. For more information, visit Managing user permissions and roles

  4. Select Save .

Setting views for a new user

To set a default view for users signing on for the first time, select from the New User View drop down.