Assigning or Removing Security from a Dashboard

Purpose

A Form Data Dashboard is the mechanism used in VisualVault that allows users to display multiple records of form data and then allow them to view, update, or modify data for a selected Form ID Card or Form data instance. It can be an administrative tool allowing owners of the form to view a combination of:

• The form metadata (Form ID, create date, modified date, status, etc.) and the Field level data or
• It can be a tool giving users in the business process data that they need to get their work done. 

It is recommended that the Form ID or Edit links be used as a way to navigate to the actual form. 

• Users may also utilize the right-click accessible context menu to navigate to the form.  

Multiple dashboards may exist for any given form template and its instances. Users may also be restricted to only viewing the data from Form Dashboards depending upon permissions and the columns displayed in the published dashboard.

This article will review how to apply or remove security from a form dashboard.

Once a new form template has been created, it is recommended to assign security permissions.

• It is also recommended to use Group security.

By default, those in the VaultAccess group will be able to see all listed form dashboards even if they are not directly assigned. 

• Anyone who creates a form dashboard will be listed under the security with Owner access.

Apply Security

To apply security:

1. As an Owner to the form dashboard or a VaultAccess member, navigate to the Form Data Dashboard Administration.
2. In the row of the desired dashboard, select the Modify Security link.   
3. Select the Modify Security button.   
4. Select the desired group* from the Member Selection list and use one of the three buttons to add to the Assigned Members list.
   • Provides Owner Access
   • Provides Editor Access
   • Provides Viewer Access  
5. When all desired groups have been added, use the X to close the window (this will apply the security changes).   

If a previously assigned group needs the permissions updated, the group would need to be removed from the Assigned Members list and then added back with the correct permissions.

Remove Security

To remove security:

1. As an Owner to the form dashboard or a VaultAccess member, navigate to the Form Data Dashboard Administration.
2. In the row of the desired dashboard, select the Modify Security link.   
3. Select the Modify Security button.   
4. Select the desired member(s) from the Assigned Members list and use the right-facing arrow to move back to the Member Selection list.   

Alternate Steps

1. As an Owner to the form dashboard or a VaultAccess member, navigate to the Form Data Dashboard Administration.
2. In the row of the desired dashboard, select the Modify Security link.   
3. Select the checkboxes next to the desired member(s), then select the Remove Selected button.   
4. In the confirmation message that appears, select Ok.