01. OVERVIEW

This feature is available from release 12.1.33 onwards.

In views management, you can control access permissions by user or user group, which makes the administration and maintenance of access rights easier.

02. EXAMPLE OF USE

The administrator has permission to create a view for a user.

To add a new View for the user:

  1. Click the menu Manage Views.
  2. Click Add.
  3. Fill out the fields in the following sequence:

a) Title: Enter a title for the View.

b) Description: Enter a description for the View.

c) Status: Define whether the view is enabled or disabled for viewing.

d) Cards: Enter the cards to be displayed on the view.

e) Charts: Enter the charts to be displayed on the view.

f) Users: Enter the users to have access to the view.

g) Click Save to finish the operation:


The administrator has permission to create a view for a user group.

To add a new View for the user group:

  1. Click the menu Manage Views.
  2. Click Add.
  3. Fill out the fields in the following sequence:

a) Title: Enter a title for the View.

b) Description: Enter a description for the View.

c) Status: Define whether the view is enabled or disabled for viewing.

d) Cards: Enter the cards to be displayed on the view.

e) Charts: Enter the charts to be displayed on the view.

f) Groups: Enter the groups to have access to the view.

g) Click Save to finish the operation:

h) To view the registered view, just click the Home menu and select the view desired:



The administrator has permission to create a view for a user and user group.

To add a new View for the user and group:

  1. Click the menu Manage Views.
  2. Click Add.
  3. Fill out the fields in the following sequence:

a) Title: Enter a title for the View.

b) Description: Enter a description for the View.

c) Status: Define whether the view is enabled or disabled for viewing.

d) Cards: Enter the cards to be displayed on the view.

e) Charts: Enter the charts to be displayed on the view.

f) Users: Enter the users to have access to the view.

g) Groups: Enter the groups to have access to the view.

h) Click Save to finish the operation:


The user has access only to views previously registered for their profile, whereas the options to manage Cards, Charts and Views are of exclusive use of the system administrator.



03. OTHER INFORMATION

04. RELATED SUBJECTS

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