Manage Shared Tabs

Shared Tabs are Dashboard tabs that are shared among multiple users. These tabs are designed to enable administrators to make changes to a tab and apply those changes to all users who have that tab applied to their dashboard.

Users can create Shared Tabs in the Edit Dashboard Preferences window or with the Manage Shared tabs tool. However, once a tab is marked as shared, it must be edited using the Manage Shared Tabs tool. It cannot be edited from an Edit Dashboard Preferences window.

The Manage Shared Tabs tool is accessible only from the the Dashboard/Preferences window when the Templates option is selected at the top.

The user who wishes to apply shared tabs to users should have administrative permissions.

Click the New Tab button or select a tab in the Sharable Dashboard Tabs grid and click Edit Tab. The Add/Edit Dashboard Tab dialog appears:
Add or edit Frames and Plug-ins for this tab.

More information about setting up Dashboard tabs

Note: To share the Tab with multiple Templates, make sure to mark the Share across templates box. If this box is not marked and the Tab is shared with multiple Templates, the system creates a separate copy of the Shared Tab for each Template.

Using the Dashboard/Preferences window, select a User or Template associated with the Dashboard Tab.
Click Edit.
Inthe Edit Preferences screen, select the Dashboard Tab to share with others.
Click the Share Tab button. The following window appears to advise that users cannot edit a shared tab from their dashboard:
Click OK. In the Dashboard Tabs grid, the word "shared" now appears beside the tab. The tab also now appears on the Managed Shared Tabs tool in the Sharable Dashboard Tabs window.

Sharable Dashboard Tabs grid	Lists all tabs that are marked as shared.
	Helps locate specific tabs in the Sharable Dashboard Tabs grid.
New Tab	Creates a new Shared Tab.
Edit Tab	Enables the user to modify the Shared Tab selected in the Sharable Dashboard Tabs grid.
Delete tab	Deletes the tab selected in the Sharable Dashboard Tabs grid.
Users grid	Lists Users or Templates for selection purposes. The scope of the records displayed in this grid is controlled by the radio buttons beneath it.
Users with Dashboards, Users without Dashboards, Templates	Used to control which Users/Templates appear in the grid above.
	Used to move Users/Templates selected in the Users grid to the User the selected tab applies to grid.
Users that selected tab applies to grid	Lists users associated with the Shared Tab selected in the Sharable Dashboard Tabs grid. Users can be added or removed from this grid to associate/disassociate them with the selected Shared Tab. Any changes made to this grid are saved automatically. (Users must log out of Lucity Web and log back into it to see changes to their dashboard.)
	Helps locate specific users in the Users that selected tab applies to grid.
Close	Closes the window.