From the Administration menu, click Roles.
Enter a name into the Role Name search field and click Search on the page footer.
Click on the row containing the role you wish to assign Dynamic Widgets. The Role Page will be displayed with the Role Details tab in focus.
Select the Dynamic Widgets tab.
The Dynamic Widgets tab enables you to assign Dynamic Widgets and associated permissions to be used on a user's One View page located on the Young Person record where the user is assigned to this Role.
Using the check boxes select the required Dynamic Widgets.
Select the Mandatory check box to denote that the Dynamic Widget in context cannot be removed from the MyVision home page.
Select the Dynamic Widget Permission from the drop-down list.
Default (Design Own) – Users can design the One View page unique to their account.
Display Only – Users cannot design the One View page.
Admin (Design Own and Roles) – Users can design their own One View page as well as the page for other roles.
Copy Dynamic Widgets to a different Role
Dynamic Widgets assigned to the selected Role can be copied to a different Role in bulk if required
Click Copy Dynamic Widgets 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 SaveAssign Dynamic Widgets to a Role