01
Common Platform Features
Control shared capabilities including alerts, help, the Org Chart, contacts, roles and accounts.
Module & Dashboard
Permissions Assignment.
The final access-control layer determines what the user can actually use. Configure shared platform features, enable the appropriate dashboards, and tailor the filters, widgets, reports and views available inside the Task and KPI workspaces.
Easy Access from the Org Chart
Open the Permissions workspace in one click.
Module and Dashboard Permissions are configured from the same user-permission workspace used for hierarchy settings. Start from the Organisational Chart and open the selected user's Permissions panel.
How to open it
Select the user, then open Permissions.
The Org Chart is the quickest route to the full configuration workspace. Once the correct person or team has been selected, the Permissions control appears in the Team Details panel on the right side of the screen.
- Select the relevant team, team leader or staff member in the Organisational Chart.
- Review the Team / Staff Details panel that opens on the right-hand side of the screen.
- Click the Permissions icon to open the Dashboard Access & Feature Configuration workspace.
Same entry point - different configuration areas.
Hierarchical Configuration and Module & Dashboard Permissions are managed inside the same Permissions workspace. This page focuses only on the functional permissions that determine what the user can access and use.
From the Organisational Chart, select the relevant user or team and click
Permissions in the Team Details panel.
The four permission areas
Give users the tools they need - and only the tools they need.
The Permissions workspace separates shared platform capabilities from dashboard-specific configuration, allowing each user's workspace to be tailored to their responsibilities.
02
Dashboard Access
Enable or disable Task and KPI Dashboards and define available views and the default landing view.
03
Task Dashboard
Configure work-type dashboards, filters, task widgets and the project / task reporting portfolio.
04
KPI Dashboard
Configure KPI filters, action widgets, management reports, reporting views and landing behaviour.
01 - Common Platform Features
Control shared functionality across the Presto workspace.
These permissions determine which common platform tools are available to the selected user regardless of which operational dashboard they are using.
Enable only the shared tools relevant to the user's role.
Common Platform Features provide access to supporting capabilities that sit across the wider Presto environment.
Alerts & Notifications
Receive reminders, escalations and dashboard notifications.
Help & Assistance
Access help content, guidance panels and onboarding support.
Org Chart
Access the organisational structure and team hierarchy.
Contacts
Access staff and stakeholder contact information.
Roles Manager
Access platform role-management functionality when enabled.
Accounts
Access linked client, vendor, partner and external account records.
02 - Dashboard Access
Choose which dashboards and views the user can access.
Task and KPI access can be configured independently, allowing the user's dashboard experience to match their operating responsibilities.
Enable the dashboard, then control the views inside it.
Dashboard Access controls whether the user can enter the Task Dashboard and KPI Dashboard, which views appear inside each area, and the view used as their default landing point.
Task Dashboard
Turn access on or off independently from KPI Dashboard access.
KPI Dashboard
Turn KPI access on or off independently from Task Dashboard access.
Task Views
Control available List, PDCA, Benefits, Calendar and Tasks views.
KPI Views
Control SQDCP, BSC and Hoshin Kanri X Matrix Workbench access.
Default Landing View
Select one enabled view as the user's starting dashboard experience.
Apply Dashboard Defaults
Restore the recommended system dashboard configuration when required.
03 - Task Dashboard Permissions
Tailor project and task management tools to the user.
The Task Dashboard configuration determines which operational work areas, filters, widgets and management reports are available to the selected user.
Configure the user's task-management workspace.
Work-Type Dashboards
Enable Standard Work, Issues and Projects according to the user's role.
Filters
Enable RACI filtering and the Newsfeed to help users focus their view.
My Tasks Widget
Give quick visibility of personal tasks and assigned actions.
Milestone Report
Executive milestone status and delivery tracking.
PDCA Status Report
Project progress summarized by PDCA phase.
Activity Summary Report
Overview of activity and completion trends.
Last Status Report
Latest comments, updates and status information.
Strategic Initiative Report
Portfolio reporting for strategic projects.
Project Timeline (Gantt)
Timeline visualization of milestones and activities.
Task Detail Report
Detailed task, ownership and delivery information.
Monthly Progress & Top Actions
Monthly management summary of progress and priorities.
Apply Task Defaults
Use the Task Defaults option to quickly restore the system-recommended Task Dashboard configuration.
04 - KPI Dashboard Permissions
Tailor performance-management tools to the user.
KPI Dashboard permissions control the analytical filters, update widgets, management reports and reporting views available to the selected user.
Configure the user's KPI-management workspace.
Filters
Control RACI, overdue, trend, lead / lag and approval-status filters.
Widgets
Enable quick access to KPIs requiring update, approval and CSV upload.
Management Reports
Give access to reporting packs assigned specifically to the user's role.
Reporting Views
Enable Bowler, Simple, OBEYA, Site and other KPI reporting formats.
Landing Behaviour
Choose whether Management Reports open automatically on dashboard landing.
Apply KPI Defaults
Restore the recommended KPI configuration in one click.
Configure efficiently
Use existing profiles and recommended defaults.
The permissions workspace includes tools that reduce repetitive setup when users require similar configurations.
Copy Permissions
Use an existing user configuration as a starting point when another user requires a similar permission profile, then review and adjust the copied settings before saving.
Apply Defaults
Use Common, Dashboard, Task or KPI defaults to restore the recommended system configuration before tailoring the user's individual access.
Save before you close.
Permission changes do not take effect until they are saved. Review the user's Common Features, Dashboard Access, Task Dashboard and KPI Dashboard configuration, then click Save & Close.
The user's Presto access profile is now configured.
License Type determines the broad user profile, Hierarchical Configuration determines where the user can see and work, and Module & Dashboard Permissions determine the functionality available inside that access. Password administration follows once these access settings are in place.