Give Access to the Dashboard to Client and Others

Before assigning access to a dashboard, make sure the following conditions are true:

• The dashboard has been activated for the journey
  https://[clientname]dashboard.btsmomenta.com
• The person exists in Momenta as a user/participant
• They have a valid email address that can receive verification codes (no test emails like user@test.com)
• You have permission to assign the Report Reviewer role in that client collection (must be a JSM, Collection Owner, Support Helpdesk, or Test User)

1. Go to the Participants tab in Momenta Admin
2. Search for the client and locate the participant by name or email
3. Click Edit next to the participant
4. Go to the Participant Permissions tab
5. Select the correct journey from the dropdown
6. Tick Report Reviewer and press Save

Note: If the user is in multiple journeys under the same client, you must assign Report Reviewer and Facilitator roles in each journey.

To enable SSO access for the dashboard, follow these steps:

1. Ensure SSO is already configured for Momenta participant login
2. Go to Client Settings in the Admin portal
3. Open the LMS tab
4. Toggle on Dashboard SSO Enabled
5. Copy the following values from the Journey SSO Config section:
   • Issuer
   • Entry Point
   • Callback URL
   • Certificate
6. Paste these values into the new Dashboard SSO fields
7. Click Save

All dashboard access is protected with two-step verification:

1. Go to the dashboard URL (e.g., https://clientnamedashboard.btsmomenta.com)
2. Enter your email/password or login with SSO
3. If using email/password:
   • You’ll receive an email with a verification code
   • Enter the code on the verification page and click Submit

Note: Users cannot log in with test or placeholder email addresses.

Visual Aids

Go to 'Participants' and search for the client

Once you have found the participant, click 'edit'

Select the Participant Permissions tab, then use the dropdown to select the applicable journey. Tick the 'report reviewer' and then click 'save'.