The contents of the header menu will depend on a user’s Permission Sets

A user with full System Permissions will see the following options:

Analyser menu showing top 5 Favourite Views followed by top 10 recently accessed Views, Open View and Manage Views:

Dashboards menu showing top 10 recently accessed Dashboards, Open Dashboard and Manage Dashboards:

Spreadsheets menu showing top 10 recently accessed Spreadsheets, Open Spreadsheet and Manage Spreadsheets:

Scheduler menu showing top 10 recently edited/manually ran Schedulers followed by Manage Schedules:

Datasets menu showing top 10 recently accessed Datasets, Datasets (Managing Datasets), Data Connectors, Dataset Group, Masterfields Area and Data Prep Scripts:

Reports menu showing top 10 recently accessed/ran Reports followed by Open Report, Manage Reports and Report Approval:

Search box allowing user to search for Datasets, Views, Spreadsheets, Reports etc by key words:

Settings Cog to access Users, Groups, User Parameters, System Permissions, Folders Area, Icons, User IP Parameters, About, Documentation and Support:

Language Icon to switch menu to a different language:

User profile Icon to access Security to change password or Log Off the system:

Revision: 8
Last modified: May 19, 2020


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