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General permissions include the following: For information on application permissions, see Application Permissions below.Custom dashboards are a good way to present selected metrics for a user who only needs a relatively narrow or focused view of the data.The Controller UI includes these preconfigured roles: You cannot edit the predefined role permissions, however you can create new ones based on the existing roles, as described in the following section.A particular user can have multiple roles with possibly conflicting permissions.Yellowfin has a number of security features that you can use to ensure the security of your Public information.These can be applied is a mix of ways depending upon the level of security that you require.For example, an executive may only need a high-level view of system performance and activity.You can allow such users to view custom dashboards by assigning them to the a custom dashboard.
For more information, see You grant privileges to view, edit or delete a custom dashboard or war room in the Custom Dashboard and War Room Permissions tab.
The following explains the order of precedence for the permissions: A common strategy for designing roles would be to have a role with the minimum permissions allowable for all users, such as dashboard view permissions.
Then you create roles that use customizations to give explicit permissions to a particular feature or business application.
Limit the number of roles created at your organization.
By increasing the number of roles the level of effort required to manage access increases. Although Yellowfin does support multiple roles it can lead to confusion in a business user.