Disabling Access to the Dashboard

You control who can see the Dashboard and its financial components via the Security Profiles within User Manager.

1. Select File > Setup > User Manager. 
   
   
2. Select a user and click Security profile.
   
   
   
   
3. The Security Access Profiles window opens. Click Edit > Case management permissions.
   
   
   
   
4. The Profile Details window opens. Make sure the drop-down is set to General settings and scroll to the bottom to the two Dashboard settings. Check the settings for the user to provide access to either the Dashboard or the Accounting apps on the Dashboard.
   
   
   
   
5. Click Done to save your changes.