Professional Documents
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2015-02-20 2
DASHBOARD MENU & DASHBOARD MANAGER
(1) We are logged in as Portfolio Manager Smith. Click Checkboxand add Asset Manager Miller as editor.
2015-02-20 3
DASHBOARD MENU & DASHBOARD MANAGER
(1) Besides users you can also assign roles as editors or viewers. Click Tab .
(1) We dont want to assign a role and recheck the user assignmet. Click Tab .
2015-02-20 4
DASHBOARD MENU & DASHBOARD MANAGER
(1) Click .
2015-02-20 5
DASHBOARD MENU & DASHBOARD MANAGER
The empty dashboard "RE Asset Management" appears. As a next step Portfolio
Manager Smith configures the content of the dashboard using Edit Mode (see seperate
video).
2015-02-20 6
DASHBOARD MENU & DASHBOARD MANAGER
As you can see the dashboard has been assigned to Asset Manager Miller and is
available via Dashboard Menu.
2015-02-20 7