Users/Templates

Selecting Users at the top of the Dashboard/Preferences Dialog changes the functionality of the dialog to be focused on setting up a dashboard for an individual user. Following this users can Add, Edit, Delete, or Preview Dashboards. They can also Apply Batch Template to multiple users. (Applying a template to an individual user is done when editing that user's dashboard).

Note: Deleting a dashboard removes the dashboard for that user, but does not remove the user from the security program.

Select Users at the top of the dialog
Click the Lookup button.
The following fields will appear:
Enter a LoginID into the Name field or enter a First Name, or Last Name.
As the user types, the list is automatically filtered to match.
Remove what was typed to clear the filtering, and click the button again to find the find fields.

Select Users at the top of the dialog.
Click the Add button.
The following popup will appear with a list of all lucity users that don't currently have dashboards:

Note: The lookup user tool works as described above under Lookup a User.
Select a user and click OK. The Add/Edit preferences window will appear:
For more information about modifying a dashboard go here.

Select Users at the top of the dialog.
Select a user from the list and click Edit. The Add/Edit preferences window will appear:
For more information about modifying a dashboard go here.

Selecting Templates at the top of the Dashboard/Preferences Dialog changes the functionality of the dialog to be focused on setting up a template to apply to multiple users. Following this users can Add, Edit, Delete, or Preview Dashboard Views. They can also Apply Batch Template to multiple other templates. (Applying a template to an individual template is done when editing that user's dashboard).

Templates allow user to quickly apply pre-defined general settings to users' Dashboards. When a template is applied it overwrites the dashboard's current configuration. However, the template isn't tied to the dashboard, meaning that changes made to the template won't update each user's dashboard until the template is re-applied. This means that templates can be defined for groups of users with similar needs, applied to those users, and then each individual dashboard can be customized.

Select Templates at the top of the dialog
Click the Lookup button.
The following field will appear:
Enter a Template Name.
As the user types, the list is automatically filtered to match.
Remove what was typed to clear the filtering, and click the button again to find the find fields.

Select Templates at the top of the dialog.
Click the Add button.
The following popup will appear asking for a name for the new template:
Enter a unique name and click OK. The Add/Edit preferences window will appear:
For more information about modifying a template go here.

Select Templates at the top of the dialog.
Select a template from the list and click Edit. The Add/Edit preferences window will appear:
For more information about modifying a template go here.

Select a template from the list and click Rename. The following pop-up will appear:
Enter the new name for the template and click OK.
The templates name will change.