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"New System View" Button on Dashboards

  • 1.  "New System View" Button on Dashboards

    TOP CONTRIBUTOR
    Posted 14 days ago
    A user created new system views using a button on a dashboard view. I had no idea this functionality existed.  I assume I need to update her security role.  Does anyone know what would control this?  She is not a system administrator or customizer.  thanks! Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 2.  RE: "New System View" Button on Dashboards

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hello Laura,
    I believe you should check Customization -> View privileges give to a user:
    View Privileges
    Also check what roles are give to user.

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    Andrew Butenko
    Senior Consultant, MVP, MCTS, MCAD
    Hitachi
    Greenville SC
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  • 3.  RE: "New System View" Button on Dashboards

    TOP CONTRIBUTOR
    Posted 14 days ago
    Would this be for a personal view or a system view? it just says "view".  Kind of confusing!
    thank you for your help!  Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 4.  RE: "New System View" Button on Dashboards

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Laura,
    It'll be System View.

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    Andrew Butenko
    Senior Consultant, MVP, MCTS, MCAD
    Hitachi
    Greenville SC
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  • 5.  RE: "New System View" Button on Dashboards

    TOP CONTRIBUTOR
    Posted 13 days ago
    ​Thanks @Andrew Butenko - I appreciate it! I will make those changes today.  ​I was able to use the Privilege Discovery Tool in the XRM Toolbox to identify which roles needed to be updated.  Strange that some of the OOB roles had these privileges!


    Have a great day!
    Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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