Unified Dashboard User Roles and Permissions

Unified Dashboard has two out-of-the-box (OOTB) roles for ETM users:

  • UD User: This role provides the user with access to the Dashboard tab in the respective application.
  • Reader: This role has View only permissions for the dashboards in the respective application. 
  • Scanner: This role provides access to the scan operations.
  • Unit Manager: This role has complete access within the business unit allocated to this role. 

User Roles Comparison

The UD application has several permissions that are assigned to the user roles. The following table compares these permissions granted to the default user roles for UD:

Permission Categories Description                                                   Default Roles
Unified Dashboard User Reader Scanner Unit Manager
Dashboard Permissions Unified Dashboard Application Access 
Create, Edit, and Delete your own dashboards N N
Edit and Delete Dashboard N N N
Print/Download/Export Dashboard N N N
Report Schedule Permissions Create, Edit, Delete, and Download reports for your own schedules N N
Edit Schedules N N N
Delete Schedules N N N N
Download Schedules
Template Permissions Create, Edit, and Delete your own templates N N
  Edit Template N N N
  Delete Template N N N