1. Select Admin Portal in the Lucity widget toolbar.

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

2. In the navigation panel on the left, select Dashboard Management > Manage Shared Tabs/Groups.
3. 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.
4. From the list you selected in step 3, select the Shared Tab(s) or Tab Group for which you want to assign or unassign users.

   Note: You can select one or more Shared Tabs but only one Tab Group to manage at a time.

5. Select Manage. The Manage Users pop-up appears, which looks similar to the one below:

   

6. What do you want to do?
   • To assign the Shared Tab(s) or Tab Group to one or more users:
     1. Select Users Not Currently Assigned.
     2. Select one or more users to whom you want to assign the Shared Tab(s) or Tab Group.
     3. Select Assign selected users. The Shared Tab(s) or Tab Group now appears on the Dashboard of the selected user(s).
   • To remove the Shared Tab(s) or Tab Group from one or more users:
     1. Select Users Currently Assigned.
     2. Select one or more users to whom you want to assign the Shared Tab(s) or Tab Group.
     3. Select Unassign selected users. The Shared Tab(s) or Tab Group is removed from the Dashboard of the selected user(s).
7. Select Done.

1. Select Admin Portal in the Lucity widget toolbar.

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

2. In the navigation panel on the left, select Dashboard Management > Manage Shared Tabs/Groups.
3. 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.
4. 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.

5. 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.
6. 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.

Important: In order to use this process, the Set the User Tab Group from the Default Rules Group system setting must enabled.

1. Select Admin Portal in the Lucity widget toolbar.

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

2. In the navigation panel on the left, select Dashboard Management > Manage Shared Tabs/Groups.
3. Select the Tab Groups radio button.
4. 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.)
5. Select Manage Associated User Groups. The Assign Shared Tab Group to User Groups pop-up appears:

   

6. Select the Default Rules Group(s) you wish to assign the selected Tab Group. Use CTRL + click to select multiple security groups.
7. Select OK. A pop-up confirms the Tab Group is assigned to the selected Default Rules Group(s).

More information about Default Rules Groups