What Is a Role Tree?

Role Trees provide Dashboard users access to items (items include reports, graphs, launch forms, and URLs) that have been associated with their Managed Reporting User Groups. The advantage of creating a Role Tree is that you can limit the items a user can access.

As shown in the following image, if a user belongs to the Century Corporation and Regional Product Sales Support groups, the user has access to only the items in the Role Trees assigned to those groups.

Role Tree image

Role Trees display in the same area of the Dashboard as the Domain Tree. For details on managing the display and positioning of the Domain Tree and Role Tree, see Customizing Dashboard.

If you choose to display the Role Tree in a Dashboard view, you must create a Role Tree for each of the groups that will use that view.


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