1. Click the username in the top-right corner of Lucity Web.
2. On the side menu, select Create New .

   This tool requires the Admin > Lucity App Admin > Run permission.

3. The following pop-up appears:

   

4. Select Shared Tab.
5. Click OK. A new Application Tab opens at the top of the screen to allow the user to edit the new Shared Tab.
6. An Add Tab dialog opens on the right side of the screen to allow you to enter the tabs attributes. Note that the Is Shared box is automatically checked.

   

7. Enter a Name for the Shared Tab.
8. Specify the Auto Refresh Rate, if desired.
9. Click OK. The Shared Tab opens in Edit mode.
10. Edit the tab as desired.

More information about editing Dashboard Tabs >>

1. Open the Dashboard that contains the Dashboard Tab you would like to share.
2. Click the Enter Design Mode button.
3. Click the Edit Properties button next to the Dashboard Tab you want to share. The Edit Tab dialog appears:

   

4. Check the Is Shared box.
5. Click OK. The tab is now available for sharing.

   Note: Once a tab is shared, it cannot be unshared.

1. Open the Dashboard to which you would like to add a Shared Tab.
2. Click the Enter Design Mode button.
3. Click the Add Tab button at the bottom of the Dashboard Tabs list. The following pop-up appears:

   

4. Select Add a Shared Tab. The tool expands to display a list of all Shared Tabs.

   

5. Locate and select the desired Shared Tab.

   Note: Type the Tab Name in the Search field to filter the list of Shared Tabs.

6. Click OK. The Shared Tab now appears in the Dashboard Tabs list.

1. Open the Dashboard that you would like to edit.
2. Click the Enter Design Mode button.
3. Find the Shared Tab that you wish to remove in the Dashboard Tabs list.

   Note: In Edit mode, Shared Tabs are highlighted in orange.

4. Click the Edit Properties button next to the Shared Tab name.
5. The Edit Tab dialog appears:

   

6. Click the Delete button at the top of the dialog. A confirmation screen appears:

   

7. Click Yes. The Shared Tab is removed from the Dashboard. Because the tab may be shared by multiple users, it is not deleted from the system.

Select a Shared Tab in the Dashboard.

1. Click the Manage Users button. The following pop-up appears:

   

2. Select the Users Not Currently Assigned button at the top. The bottom will display a list of users not assigned to the shared tab.
3. Select the user(s) you want to assign the shared tab to.
4. Click the Assign Selected Users button.
5. The tab will be assigned to the selected users and the users will now appear under the Users Currently Assigned list.

   Note: This function can also be completed using the Manage Shared Tabs tool.

1. Select a Shared Tab in the Dashboard.
2. Click the Manage Users button. The following pop-up appears:

   

3. Check the boxes next to each user that you want to remove the tab from.
4. Click the Unassign Selected Users button.

   Note: This function can also be completed using the Manage Shared Tabs tool.