Introduction
The Board Manager Configuration gives you access to to manage, customize, and report on the Board Manager application. You can access the Board Manager Configuration from the main Hornbill App using the URL https://live.hornbill.com/<instance-name>/. To view the Board Manager Configuration select the cog icon displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard, then select Board Manager from the list of available applications.
Roles
Hornbill Roles are used to group users with similar access requirements to the different Hornbill applications. Using roles takes away the need to manage rights on an user by user basis. The following roles are provided by Board Manager to use and allocate to users of the Board Manager application. Custom roles can also be created to meet any specific need.
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- Required for all users of Board Manager. All users assigned this role will see the Board Manager application in the Hornbill Menu and have access to create boards, view, move on, and add to boards.
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- Allows a user account to interact with the Boards Manager app via business process automation (add, move, remove cards from boards automatically etc), the user will not have access directly to boards with this role.
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- Provides the user with access to all boards, and the ability via the Share Boards options to change the owner of any board.
The Simple Lists provide a way to define different pick lists or combo-box selections that are used through out the Board Manager app. The available options in a pick list or combo-box can also be translated into different languages from within the Simple List editor.
A number of advanced settings have been provided to allow for default configurations on how the Board Management app works.
Create measures, widgets, and dashboards
- Measures
- Widgets
- Dashboards
Design reports
- Entity, Measure and SQL Designer Options
- Output Options - PDF, CSV, XLS, XLSX
- Schedule Distribution to Document Manager
