I know how to upload employee/manager info for dashboard delegate access, but is there not a way to do this manually within the hierarchy as well for when we have one off requests? If there is, can someone point me in the right direction please.
Hi
Click on the "Admin" tab at the top-right corner of the dashboard. Select "Hierarchy" from the dropdown menu locate the user for whom you want to assign dashboard delegate access.
On the "Permissions" tab. Under "Dashboard Access", you should see an option to "Add Delegate". Click on "Add Delegate" and select the user whom you want to grant dashboard access.
After selecting the delegate user, you may need to specify the level of access they have, such as "View" or "Edit". Follow the prompts to finalize the delegate access settings.
Thanks for the reply
Hi
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