Dashboard/Preferences

The Dashboard is the home page of the Lucity Web product and the first thing a user sees when logging in to the system. It provides a brief overview of module data and serves as a portal to more detailed information. Through the dashboard, users have immediate access to the modules that they use frequently.

The Dashboard/Preferences dialog lets users easily customize the look and content of their dashboards. It also allows administrators to create dashboards for individual users or dashboard templates that can be applied to multiple users.


	Tools
	Users	Shows all users who currently have Dashboards set up in the User/Template List.
	Templates	Displays all of the Templates that have been created in the User/Template List.
	Lookup Button	Enables the user to search for specific users.
	User/Template List	Displays either the users who have Dashboards or the available dashboard Templates, depending on the button selected above it. Select an item in this list to perform actions like Edit or Delete.
	Add	Adds another User Dashboard or Template.
	Edit	Enables the user to edit the User Dashboard or Template selected in the list.
	Delete	Deletes the User Dashboard or Template selected in the list.
	Preview Views	Displays a preview of the User Dashboard or Template selected in the list. Note: The preview shows how the Dashboard will look. It displays plug-ins correctly, but the plug-ins may not function to their full extent.
	Apply Batch Template	Launches a dialog box that enables administrators to apply a Template to many users at once.
	Managed Shared Tabs	Launches a dialog that enables users to create and edit Tabs to share between users. This dialog box is also used to assign those tabs to users. The dialog box appears only if the Templates button is selected at the top of the dialog box.
	Help	Opens up a Help topic about Dashboard/Preferences.
	Close	Closes this dialog.

Dashboard/Template Components

Dashboards are linked to a specific user. They consist of Tabs, Frames, and Plugins (described in the table below).

Using the Dashboard/Preferences tool, users can create and customize each layer of the dashboard. The following sections explain how to create an individual Dashboard and a Template. However, the two processes are nearly identical.

Tabs	A Tab displays a set of data elements. One user can have an unlimited number of tabs, which are listed down the left-hand side of the screen. Clicking on a tab switches the view to the frames and plugins that tab employs.
Frame	A Frame is a space on the Dashboard that contains Frame Plug-ins.
Plugin	Plugins are the software components that actually display data within Frames. Lucity employs six standard types of plugins: Asset Hierarchy Trees, Crystal Reports, Data Drills, Quick Lookups, RSS Feeds, and URLs

In This Section

Users/Templates

Apply Batch Template

Manage Shared Tabs