Assigning Widgets to Roles
From the Administration menu, select Roles. The User Role Search page will be displayed, listing all current Roles.
Enter a name into the Role Name search field and click the Search button on the page footer to search for an existing role.
Click on the row containing the Role you wish to assign Widgets to.
The Role Page will be displayed with the Role Details tab in focus.
Select the Widgets tab.
The Widgets tab enables you to assign Widgets to the Role. These Widgets will then be displayed on the MyVision home page for the users assigned to this Role.
Using the check boxes, select the required Widgets.
Select the Mandatory check box to denote that the Widget in context cannot be removed from the MyVision home page.
Copy Widgets to a different Role
Widgets assigned to the selected Role can be copied to a different Role in bulk if required
Click the Copy Widgets button to open the Role Lookup Selection.
Search for and select the required Role.
The selected Role details page will be displayed, and details can be amended as required.
Click Save.