Executive Dashboard

Setting Up User Groups

You can set up users and groups. However, we recommend that you set up user security first.

1. In the Executive Dashboard window, click Set Up User Groups.

2. The Dashboard Security Setup dialog box opens. Enter the password from the Executive Dashboard parameters then click OK.

3. Click Add Group.

4. The Set User Group dialog box opens. Enter the name of the group in the Name box and a group description in the Description box. Click OK.

5. The new group is now shown in the User Group List.
   
   Once you’ve created the group, you can add users to the group. Highlight the group and click Add User. (You can also highlight the group and right-click and select Add User.) In the Select Users dialog box, click the user and then click OK.
   
   If needed, you can remove users from the group. Highlight the user and click Remove User. (You can also highlight the user and right-click and select Remove User.)
   
   To remove a group, highlight the group and click Remove Group. (You can also highlight the group and right-click and select Remove Group.) A warning message appears. Click OK to remove the group.

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Getting Started with Executive Dashboard

Setting Up User Security