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Question

Rights to Forms Dashboards

Forms Laserfiche
Updated June 22, 2016
asked on June 22, 2016

Hello, 

I have a customer who would like to implement access to dashboards to users on a few Forms processes, but not give the users access to the Process Diagrams. Is this possible or shall I defer to creation of Reports?

Thanks,

Hunter 

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Replies

replied on June 22, 2016

Hi Hunter,

You can definitely grant users access to Operational Dashboard, Performance Dashboard, and Reports for specific a business process without giving them access to modify the process in the Process Diagram. In the View Metrics page, you can click on the Manage Access button on the top right to make the dashboards visible to users and groups. Keep in mind that only users with the Process Admin role and System Administrator role can perform this action. 

If you'd like to prevent these users from accessing the Process Diagram, make sure these users do not have the Process Admin role in the Access Rights page. 

For more information on Forms security, feel free to check out the help files. Hope that helps! 

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