Assigning Permissions for Desktop Content Functionality

Author

Click the Author checkbox to select all Author permissions, or select one or more of the following.

• Create Personal Dashboard: Select this option to include the Personal Dashboard option on the Add Dashboard Desktop menu for the support representative, enabling creation of a dashboard for their Desktop. A personal dashboard can only be added to the Desktops of the support representative who created it and those with the Edit Other Personal Dashboard permission.

• Create Shared Dashboard: Select this option to include the Shared Dashboard option on the Add Dashboard Desktop menu for the support representative, enabling creation of a dashboard that can be added by another support representative via the Add Existing option on that menu. This permission requires the Create Personal Dashboard permission to also be enabled, so the support representative will be able to create both personal and shared dashboards.

• Create Personal View: Select this option to include the Standard View Designer and Report View Designer options on the Desktop Content menu for the support representative, enabling creation of a view that can be added to their Desktop.

• Create Shared View: Select this option to include the Access field in the Standard and Report View Designers for the support representative, enabling creation of a view that can be displayed on the Desktops of other support representatives. This permission requires the Create Personal View permission to also be enabled, so the support representative will be able to create both personal and shared views.

• Create Custom View: Select this option to include the Design Custom View link in the Standard and Report View Designers for the support representative. This link enables the support representative to access existing custom SQL queries within an iSupport SQL table. This permission requires the Create Personal View permission to also be enabled.

• Create Personal Chart: Select this option to include the Chart Designer option on the Desktop Content menu for the support representative, enabling creation of a chart that can be added to their Desktop and the Desktops of other support representatives with the Edit Other Personal Chart permission.

• Create Shared Chart: Select this option to include the Access field in the Chart Designer for the support representative; it enables a chart to be designated as Shared. This permission requires the Create Personal Chart permission to also be enabled, so the support representative will be able to create both personal and shared charts.

• Create Personal Alert: Select this option to include the Alerts and Dashboards Manager option to appear on the Desktop Content menu, the Alert icon to appear in the View and Chart components, and the Alert button to appear in the View and Chart Designers for the support representative. This will enable creation of an alert that will appear to only the support representative.

• Create Shared Alert: Select this option to include the Send To field in the  Alerts and Dashboards Manager  for the support representative; this enables selection of the support representatives and/or support representative groups that should receive the alert when the criterion is met. This permission requires the Create Personal Alert permission to also be enabled.

• Create Subscription: Select this option to include the Subscription icon in the View component on the Desktop for the support representative, enabling them to send an email with an attached file of exported view data to configured recipients on a schedule. The email will be sent via the View Subscription agent.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following. See Configuring Access to Dashboards for information on how to set personal or shared access on a dashboard.

• Edit Other Personal Dashboard: Select to allow the support representative to change the access of another support representative’s personal dashboard to Shared via the Alerts and Dashboards Manager.

• Edit Shared Dashboard: Select to allow the support representative to change the content of a dashboard that is designated as Shared. Dashboards are designated as Shared via the dashboard’s Access option; other support representatives can add shared dashboards to their own Desktop dashboards.

• Edit Other Personal View: Select to allow the support representative to display another support representative’s personal view, and to open and change another support representative’s personal view via the Other Personal option under Availability in the Content Manager. Views are designated as Personal or Shared via the Access field in the Standard and Report View Designers.

• Edit Shared View: Select to allow the support representative to change the content of a view that is designated as Shared access. Views are designated as Personal or Shared via the Access field in the Standard and Report View Designers.

• Edit Other Personal Chart: Select to enable the support representative to display another support representative’s personal chart, and open and change another support representative’s personal chart via the Other Personal Availability option in the Content Manager. A chart is designated as personal via the Chart Designer Access field.

• Edit Shared Chart: Select to allow the support representative to change the content of a chart that is designated as Shared via the Chart Designer Access field.

• Edit Shared Alert: Select to allow the support representative to change the settings of an alert that is configured with specified support representatives in the Send To field.

• Delete Personal Dashboard: Select to allow the support representative to delete dashboards designated as personal via the dashboard Access option. Only support representatives with the Edit Other Personal Dashboard permission can access another support representative’s personal dashboards.

• Delete Other Personal Dashboard: Select to allow the support representative to delete another support representative’s personal dashboard. Dashboards are designated as Personal via the dashboard Access option or the Alerts and Dashboards Manager.

• Delete Shared Dashboard: Select to allow the support representative to delete a dashboard that is designated as Shared via the dashboard Access option.

• Delete Personal View: Select to enable the support representative to delete a view that they have designated as Personal via the Access field in the Standard and Report View Designers.

• Delete Other Personal View: Select to enable the support representative to delete another support representative’s view via the Other Personal Availability option in the Content Manager. Views are designated as Personal or Shared via the Access field in the Standard and Report View Designers.

• Delete Shared View: Select to allow the support representative to delete a view that is designated as Shared access. Views are designated as Personal or Shared via the Access field in the Standard and Report View Designers.

• Delete Personal Chart: Select to allow the support representative to delete a chart designated as personal (by selecting Myself in the Chart Designer Access field).

• Delete Other Personal Chart: Select to allow the support representative to delete another support representative’s personal chart designated as personal (by selecting Personal in the Chart Designer Access field).

• Delete Shared Chart: Select to allow the support representative to delete a chart designated as Shared in the Chart Designer Access field.

• Delete Personal Alert: Select to allow the support representative to delete an alert that they have created.

• Delete Shared Alert: Select to allow the support representative to delete an alert that is configured to display to support representatives and/or support representative groups (via the Send To field).