How to share the dashboard with other people

In order to give other people access to the dashboard of a Population in WorkNavigator, you have to be the "DI Manager'.

You can easily tell if you are the DI Manager in the User Manager. If you see the  "⋮" ellipsis icon next on the left of the D.I. you want manage users for, within the D.I. Users tab.

By clicking the "⋮" ellipsis icon you will see a modal panel to manage users.

Adding Users

For most User types, you add a new User by clicking the "Add Users" button at the top right. You will add a User of the same type as the page you are looking at, and it will open up a menu that indicates what kind of User you are adding. Sometimes you need to select an object to which you add the User (e.g., a Client in the case of Client Rep, Space Program in the case of a Space Program user). 

The exception is on the D.I. User type. Most users would have to make multiple selections to determine which D.I. they would add a user to. To make this easier, we only allow adding a user directly to the line showing a current user. This means that by sorting, filtering, and scrolling, you can quickly select the D.I. to which you want to add a user, and then you use the "⋮" button to add a user. You could view this as "Add a user to the D.I. that is User belongs to."

Editing a User

If your current role allows you to edit a specific user, there is an "⋮" (ellipsis) button at the front of the row. By clicking it, you see a menu with various editing options. These options include:

  • "Add users to D.I."; If you are the D.I. Manager, you can add a User to the D.I. shown on that page.
  • "Change D.I. manager"; assigns the D.I. Manager from you to someone else. Only the current D.I. Manager sees this.
  • "Changing restriction"; changes the restriction attribute for the User you clicked on.
  • "Remove from D.I."; removes the Editor or Observer role for the clicked-on User.
  • "Remove from Space program"; removes the clicked User from a Space program.
  • "Remove as representative"; removes the Client Rep role from the clicked users.

  • "Remove from team"; removes the clicked User from your Team