Users/Templates

Selecting Users at the top of the Dashboard/Preferences dialog shifts its functionality to focus on setting up a Dashboard for an individual user. 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 that dashboard for that user; it does not remove the user from the Security program.

Select Users at the top of the dialog box.
Click the Lookup button .
The following fields appear:
Enter a LoginID in the Name field or enter a First Name or Last Name. The system filters results as you type.
Select a user from the list.
To clear the filter delete what you typed in the lookup field.
To hide the lookup fields click the Lookup button again.

Select Users at the top of the dialog box.
Click the Add button.
The following pop-up will appear listing all Lucity users who currently do not have dashboards:
Select a user (see the Look up a User link above) and click OK. The Add/Edit Preferences window appears:
You have created the dashboard. Now you need to fill it out with Tabs, Frames and Plugins.

Select Users at the top of the dialog box.
Select a user from the list and click Edit. The Add/Edit Preferences window appears:
You have opened the dashboard. Now you need to edit the Tabs, Frames and Plugins.

Selecting Templates at the top of the Dashboard/Preferences dialog shifts its functionality to focus on setting up a Template to apply to multiple users. Users can Add, Edit, Delete, or Preview Dashboard Views. They can also Apply (a) Batch Template to multiple other templates. Applying a batch template enables a user to create a base template and then apply it to several other templates. Those templates, then, can be modified to meet other needs. (Applying a template to an individual template is done when editing the template.)

Templates enable administrators to quickly apply predefined general settings to users' dashboards. When a template is applied, it overwrites the dashboard's current configuration. However, because the template isn't tied to the dashboard, any changes made to the template aren't applied to users' dashboards until the template is reapplied. Therefore, administrators can define a template for a group of users with similar needs, apply that template to those users, and still allow for individual customization later.

Select Templates at the top of the dialog box.
Click the Lookup button .
The following lookup field appears:
Enter a template Name. The system filters results as you type.
Select a template from the list.
To clear the filter delete what you typed in the lookup field.
To hide the lookup fields click the Lookup button again.

Select Templates at the top of the dialog box.
Click the Add button. The following pop-up appears asking for a Name for the new template:
Enter a unique name and click OK. The Add/Edit Preferences window appears so that you may begin to edit the Template:
You have created the template. Now you need to fill it out with Tabs, Frames and Plugins.

Select Templates at the top of the dialog box.
Select a Template from the list and click Edit. The Add/Edit Preferences window appears:
You have opened the template. Now you need to edit the Tabs, Frames and Plugins.

Select a Template from the list and click Rename. The following pop-up appears:
Enter the new Name for the template and click OK. The template's name changes.