There are several User Permissions related to the Executive Dashboard. These permissions allow the User to perform tasks such as viewing and interacting with the KPIs, Alerts, Aged Accounts, Revenue Summary, To Do Tasks, and Internal Announcements widgets.
User Permissions protect your data by controlling who can access, modify, or perform specific actions in your system. For more information, review Protect Your Account - User Permission Guidelines.
To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu) to set the permissions. Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.
Use the button below to expand or collapse all sections for each widget's permissions on the Executive Dashboard, or select a heading to view one section at a time.
KPIs Widget
View KPIs Widget
All KPIs require this permission to access the KPIs widget.
| Category | User Permission |
Enables access to |
| General | Dashboard-Metrics | Key Metrics widget on the Executive Dashboard. |
Access Related Reports
Several of the reports are accessible with only the Dashboard - Metrics permission. Other reports require specific permissions to access; these permissions are listed below.
| Category | User Permission |
Enables access to |
| Reports | Drop History | Select the Drops metric to view the Drop History report. |
| Parent Portal Log | Select the Portal Enrollments metric to view the Parent Portal Log report. | |
| Online Registrations | Use the Online Registrations metric to Online Registrations report. | |
| Process Registrations | Select the Class Registrations to be processed metric to view the Process Class Registrations report. | |
| Staff | List Staff | Use the Active Instructors of # metric to view the Active Staff report. |
Alerts Widget
View Alerts Widget
All alerts require this permission to access the Alerts widget.
| Category | User Permission |
Enables access to |
| General | Dashboard-Alerts | Alerts widget on the Executive Dashboard. |
Access Related Reports & Take Action
The alerts in the widget require different User Permissions to open the linked reports and clear actionable alerts.
| Category | User Permission |
Enables access to |
| Classes | View Classes
|
Select Waitlists for Classes with Openings and Classes Past End Date to Archive to open a Class record.
|
| Edit Waitlist
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Select Waitlists for Classes with Openings to work with waitlists, including enrolling students.
| |
| Archive (Terminate) Classes
|
Use Classes Past End Date to Archive classes through Classes > Archive Classes or the Archive Class button in the Class record.
| |
| Reports | Absence/Make-Up Report
|
Select 2-3 Absences in last 14 days and 4+ Absences in last 30 days to view the Absences-Makeups report.
|
| Enroll History
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Use Scheduled Trials (Enroll Type=Trial) to view the Enroll History report.
| |
| Emails - Scheduled
|
Select Scheduled Emails to access the Scheduled Emails report.
| |
| Staff | Time Card and Portal Settings tab | Use Classes with Incomplete Staff Portal Attendance (yesterday) to send a Staff Portal message with the Portal Msg link. |
| Certifications tab and report
|
Select Active Staff Certifications Due (30 Days) and Active Staff Certifications Overdue to view the Staff Certifications report.
| |
| Use Active Staff Certifications Due (30 Days) and Active Staff Certifications Overdue to edit certifications on the Staff Certifications tab in the Staff record.
| ||
| List Staff
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Use Active Staff Certifications Due (30 Days) and Active Staff Certifications Overdue to locate and open a Staff record.
| |
| Staff Portal | Manage Incomplete Time Entries
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Use Incomplete Time Entries to apply Out-Time.
|
| Store | View Store Reports | Use Items at or below Re-Order Alert Qty to view the Re-Order Alert Quantity report.
|
| Add/Edit Items | Use Items at or below Re-Order Alert Qty to open and edit an Item in the report.
|
Aged Accounts Widget
View Aged Accounts Widget
All data for aged accounts requires this permission to access the Aged Accounts widget.
| Category | User Permission |
Enables access to |
| General | Dashboard-Aged Accounts | Aged Accounts widget on the Executive Dashboard. |
Access Related Reports
A specific permission is required to view the Aged Accounts reports when clicking on any metric.
| Category | User Permission |
Enables access to |
| Reports | Aged Accounts Summary | Select any metric in the Aged Accounts widget to view the Aged Accounts reports. |
Revenue Summary Widget
View Revenue Summary Widget
All data for revenue requires this permission to access the Revenue Summary widget.
| Category | User Permission |
Enables access to |
| General | Dashboard-Revenue Summary | Revenue Summary widget on the Executive Dashboard. |
To Do Tasks Widget
Assign Tasks to Others
This permission is required to assign tasks to others in the To Do Tasks widget.
| Category | User Permission |
Enables access to |
| Tools | Assign Task | Assign tasks to others in the To Do Tasks widget on the Executive Dashboard. |
Internal Announcements Widget
Add/Edit Internal Announcements
This permission is required to add/edit announcements in the Internal Announcements Widget.
| Category | User Permission |
Enables access to |
| Tools | Edit Settings, Logo, Announcements | Add/edit announcements in the Internal Announcements widget on the Executive Dashboard. |
See Permissions for Jackrabbit Users for more information.
