Set Dashboard security as soon as possible. Only admins can access it without any security setup. With proper security measures, you can control the sharing of financial information with the appropriate employees.

Dashboard security setup

1. Log in to the company with Administrator Rights
2. Open Dashboard.
3. From the Dashboard menu bar, click Options.
4. Click Set Dashboard Security.
5. From the Menu Level Security window, select the security groups you wish to permit access to the Dashboard. Users who are members of these security groups will be able to view the Dashboard.
6. From the Menu Level Security window, click Save.

Security for Dashboard tabs

You can allow users to access the Dashboard but restrict them to certain areas of it—General Ledger, Receivables, Payables, Projects

1. Log in to the company with Administrator Rights
2. Open Dashboard
3. From the upper left of the Dashboard window, click the Add/Remove Content link.
4. You'll see a Security link on the General Ledger, Receivables, Payables, and Projects tabs.
5. For each tab, click the Security link.
6. Select the security groups you wish to permit access to the information available on that tab.
7. Click Save.