Install and Configure CA Clarity Agile › Configure CA Clarity Agile › Configure Privileges for Charts and Reports on the Public Dashboard

Configure Privileges for Charts and Reports on the Public Dashboard

The public dashboards require configuration of all the profiles. The system administrator must configure profiles so that users can view the charts and reports available from the dashboard.

Follow these steps:

1. Log in as a system administrator and click Setup.
2. Click Dashboards and open CA Clarity Agile Dashboard.
3. Click Edit.

   A page opens with options to edit the dashboard.

4. Type * (star) in the View dashboard as field to filter all the active users. Select a user ID without administrator privileges.
5. Click the down arrow next to the View Dashboard field, and select Run as logged-in user.
6. Click Ok, and click Save.
7. Configure the Salesforce Platform profiles as shown in the tables that follow these steps.
   1. Return to the Setup page and expand Manage Users and Profiles.
   2. Click the name of a profile, and click Edit.
      • Agile/Requirements Super-User
      • Agile/Requirements User
      • Agile Super-User
      • Agile User
      • Requirements Super-User
      • Requirements User
   3. Scroll to Administrative Permissions and select, or clear, the permissions that are based on the values in the following table.
   4. Scroll to the General User Permissions and select, or clear, the permissions that are based on the values in the following table.
   5. Click Save, and repeat these steps for each required profile.

   When you assign a profile to a user ID, the user receives permission to access charts and reports on the public dashboard. Based on the privileges that are associated with the profile the user can perform actions like view, modify, or clone.