This documentation corresponds to a historical version of Yellowfin

Icon

Access the latest release, or view a list of available versions of the documentation.

Skip to end of metadata
Go to start of metadata

Overview

Dashboard Tabs have two available security settings - Public and Private.

Access

Description

Public

This option means that your tab's security will be based on the Content Category and Sub Category it's stored in.

Private

This option means that your tab's security will be based on the Content Category and Sub Category it's stored in, as well as additional restrictions applied to the tab itself.

 

Tab Access

When saving your Tab you will be prompted to select the Access option. If you select Public you wont have to define any further options. If you select Private the Dashboard Security menu will become available so that you can define who has access to the tab.

Dashboard Security

If your tab's Access has been set to Private the Dashboard Security menu will become available. Here you need to define which users have access to the tab, and what level of access.

Adding Users

Once on the Dashboard Security menu you will need to define which users or groups should be added to the Access List.
To add a user:

  1. Click on the + icon on the right of the screen to open the user search list.
  2. Locate the user or group you wish to add to the list and click on their name.
  3. Select their access level (see below).

Defining Access Level

For each user or group you add to the Access List, you will need to define their permissions.

Permission

Description

Read

This allows the user to view the tab, but make no changes to it themselves.

Update

This allows the user to view and edit the tab, but prevents them from deleting it from the system.

Delete

This allows the user to view, edit, and delete the tab from the system.

Note: at least one user must have Delete access to the tab. This is so that there is always one user that can delete the tab from the system.