Granting Access to KPIs
When granting access to a KPI, you grant access to a role. Users assigned to that role are subsequently granted access. You grant access to a role from the Edit Role page.
To grant access to KPI
1. On the Data Level Security tab, click KPI.
2. Click the Add KPI button. Optimize displays the Add KPI Privileges page.
3. Do one of the following:
Type the name of the KPI into the
Search Keyword field and click
Go.
Leave the
Search Keyword field blank and click
Go.
4. Select the check box next to the KPI for which you want to grant access, and then click Select at the top of the KPI tab. Optimize displays the Edit Role page with the KPI displayed at the bottom of the Data Level Security tab.
5. To specify one or more instances for a KPI, click the Edit button (
) beside the name of the KPI. Optimize displays the Edit KPI Privileges page, which contains the KPI Instances tab. To display a list of KPI instances available for the KPI, select the Restricted By KPI Instances check box in the KPI Instances tab. 6. Select the check box next to the KPI instances for which you want to grant access, and then click Select.
Important:
If no KPI instances are selected in the list, then the role can access all instances for the KPI.