Assigning New Dashboards To Users

Sage 50 & Sage Accounting:

Users with administrative privileges must allocate new dashboards to all users requiring access. To grant access to these dashboards when Roveel releases new dashboards, follow these steps:

Following the introduction of new default dashboards as part of our team's releases to all users, the "Unassigned" Group on the left-hand menu will contain the new default dashboards.

1) Access Group Setting Menu

Click the Cog Wheel icon to enter the Group Settings menu in Roveel.

2) Assign New Dashboards To Their Appropriate Groups

Select the group containing the relevant users for the new dashboard and click "Update" to add the new dashboard to it. Users will then have immediate access to the new dashboard provided the administrator has allowed them access to the dashboard group.