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In this tutorial let's see how a user with editor permission can create a dashboard with banner, and how another user who has viewer permission can view and customize the banner.

Before executing the steps mentioned in this tutorial, ensure to install the mandatory prerequisites and start the DS server.

Prerequisites

To be able to work with this tutorial you need to have a user named editor assigned to the dashboardEditorRole role, and another user named viewer assigned to the dashboardViewerRole role.

Step 1 - Sign into the DS Management Console

For more information, see Signing into the DS Management Console

Step 2 - Create the dashboardEditorRole and dashboardViewerRole user roles

  1. On the Main tab, click Add under Users and Roles.

  2. Click Add New Role.

  3. Enter the required details as follows:

    1. Domain - Select the user store to which you want to add the user role. Select Primary to use the primary user store for this tutorial.
    2. Role Name - Enter a unique name for the user role. 

      The two user roles should be named as follows: dashboardEditorRole and dashboardViewerRole

  4. Click Finish.

  5. Repeat steps 3 and 4, to add the other user role.

Step 3 - Create the editor and viewer user accounts

  1. On the Main tab, click Add under Users and Roles.

  2. Click Add New User.

  3. Enter the required details as follows:

    • Select a user store from the Domain list to which you want to add the user account. Select Primary to use the primary user store for this tutorial.
    • Enter a unique user name and the password that the person will use to log in. By default, the password must be at least five characters and should have at least one character with a capital letter, characters, numbers and special characters.

      The User Name of the two user accounts should appear as follows: editor and viewer

  4. Click Finish.
  5. Repeat steps 3 and 4, to add the other user account.

Step 4 - Assign the user roles to the user accounts

  1. On the Main tab, click List under Users and Roles.
  2. Click Users. This link is only visible to users with the Admin role. 
  3. Click Assign Roles, which appears in the Actions column.
  4. Select the respective role for the respective user account.
    • Assign the dashboardViewerRole user role to the Viewer user account.
    • Assign the dashboardEditorRole user role to the Editor user account.
  5. Click Finish.

 

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