Getting started

Roles and team access: who does what in the dashboard

In brief: Dashboard access depends on a user’s role and the rights linked to it. Users see only the sections and actions their role permits.

Dashboard access is organized around roles, rights, and the work people need to do. Understanding how these pieces connect helps explain what a team member can see and do, while audit logs provide a record of access.

How roles shape dashboard access

A user is a person with authenticated access to the Unless dashboard and defined roles and permissions to manage content, Procedures, or analytics. Roles are linked to rights, and those rights determine which dashboard sections and actions are available to that user.

This means access is based on the assigned role, rather than every dashboard user automatically seeing the same things. The user only sees what their role allows.

What the team can access

Dashboard visibility and actions are connected to a user’s rights. Those rights determine which sections and actions are available, so access can differ between team members.

The available information does not specify role names or map particular roles to dashboard sections and actions. For exact permissions, check the role and rights assigned to the user.

Where to review access records

Audit logs record who had access to what. You can find them under Accountability, which is the dashboard area associated with these access records.

Use the roles and rights assigned to users to understand their dashboard access, and consult Accountability when you need to review the recorded access history.