The Manage Shared Tabs/Groups section of the Admin Portal's Dashboard Management function enables administrators to manage Shared Tabs and Tab Groups for associated users. While you can also open these Dashboard components in application tabs to enter Design Mode just as you do with other areas of Dashboard Management, you can also use Manage Shared Tabs/Groups to manage these Dashboard components and associated users directly within the Admin Portal.
This tool requires the Admin > Lucity App Admin > Run permission.
Key features
Select the checkbox to the left of Users to whom you want to apply selected Shared Tabs or Tab Groups.
Select the Shared Tabs or Tab Groups radio button to display a list of those items.
Note: You can select one or more Shared Tabs but only one Tab Group to manage at a time.
Buttons
Open
Opens the selected Shared Tab(s) or Tab Group(s) for viewing or editing.
Manage
Opens the Manage Users pop-up for selected Shared Tab(s) or Tab Group(s).
Delete
Deletes the selected Shared Tab(s) or Tab Group(s).
Manage Associated User Groups
Opens the Assign Shared Tab Group to User Groups pop-up, which enables you to select one or more Default Rules Groups (user groups established in the Lucity Security program) and assign a Tab Group to them.
This button only appears when viewing the Tab Groups list.
Apply Selected Shared Tabs to Selected Users
Applies the selected Shared Tab(s) to the selected user(s).
Apply Selected Tab Groups to Selected Users
Applies the selected Tab Group to the selected user(s).
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Manage Shared Tabs/Groups.
Navigate to the type of Dashboard element you wish to manage by selecting the Shared Tabs or Tab Groups radio button above their lists on the left.
Select the Shared Tab(s) or Tab Groups that you want to assign from the list you selected in step 2.
Note: You can select one or more Shared Tabs but only one Tab Group to manage at a time.
Select one or more users from the Users list on the right to whom you want to assign the selected Shared Tabs or Tab Group.
Select the Apply Selected [Shared Tabs/Tab Group] to Selected Users button. A pop-up confirms your selected Shared Tabs or Tab Group are applied to the selected user(s) and will appear on their Dashboard.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Manage Shared Tabs/Groups.
Select the Tab Groups radio button.
Select the Tab Group you want to assign to a Default Rules Group. (Users are assigned to groups in the Lucity Security program. For each user you can select one of their groups as a Default Rules Groups to designate as their primary Security group.)
Select Manage Associated User Groups. The Assign Shared Tab Group to User Groups pop-up appears:
Select the Default Rules Group(s) you wish to assign the selected Tab Group. Use CTRL + click to select multiple security groups.
Select OK. A pop-up confirms the Tab Group is assigned to the selected Default Rules Group(s).