Upgrade from Previous Releases › How to Upgrade to Winter 2012 Service Pack 1 from Winter 2012 › Configure Privileges for Charts and Reports on the Vision Public Dashboard

Configure Privileges for Charts and Reports on the Vision Public Dashboard

The Vision Public Dashboards require configuration of profiles. These dashboards appear on the Salesforce.com main page.

The system administrator must configure profiles so that users can view the charts and reports available from the Agile Vision Dashboard or Product Vision Dashboard.

Note: If you have already configured these privileges, you can skip this step.

Follow these steps:

1. Log in as a system administrator and click Setup.
2. Click Dashboards and open one of the Vision dashboards, such as Agile Vision 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 then 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.
      • Vision Super-User
      • Vision User
      • Agile Vision Super-User
      • Agile Vision User
      • Product Vision Super-User
      • Product Vision 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 Vision Public Dashboard. The user can view, modify, clone, or perform other actions, which are based on the privileges that are associated with the profile.