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Service Level Manager Can Share Dashboards

Patrick Bakker
dashboard

Earlier this year, the customer representative(s) of an SLA were given more privileges in Xurrent.  Since then, they are able to see the ‘All Requests’ section in Xurrent Self Service and also have access to dashboards in the self service portal.  For this, the option ‘Shared with customer representatives’ within a dashboard form in the Specialist Interface must be selected, as well as the SLAs to which the data of the reports must be related.  That option was, however, only available to a person with the Account administrator or Account designer role.  This has been adjusted.  Someone with the Service level manager role is now also able to share dashboards with customer representatives.

Service level manager share dashboard