How do I assign a user as a sub-administrator?
Once sub-administation permissions have been defined, an Administrator can assign sub-administrators to work templates, metric templates, tags, custom fields, Dashboard layouts, Executive Review layouts, Financial Review layouts and Field Management. Once assigned as a sub-administrator, the user will be able to create new items and edit and delete items for which they have been assigned as an Administrator. This article describes how to assign a user as a sub-administrator on a Dashboard layout, all other items have the same Administrator field.
1. Click Admin
- On the Icon Bar click the Admin button.
- Click Layouts to expand the menu, then click Dashboard.
2. Select Dashboard Layout
- Click the name of the dashboard layout that you want to assign an Administrator to.
Note: You can also assign an Administrator during the creation of a new item.
3. Select Administrators
- Click the Administrators field.
- In the Find field, type an asterisk to search for users and groups that have the appropriate permissions.
- From the list of results, select users and/or groups that you want to assign sub-administrator permissions to.
- Click Save.
4. Click Finish & Save Changes
- Click Finish & Save Changes.
5. View Dashboard Layouts
- View updated Dashboard layout list.
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