Select Admin Portal in the Lucity widget toolbar.

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

1. In the navigation panel on the left, select Dashboard Management > User Dashboards. A list of users appears in the main panel.
2. Select a user who does not already have a Dashboard assigned to them, as indicated by an empty check box in the Dashboard column to the left of the User Name.

   Important: A new user will not appear in the list until they have logged into Lucity Web at least once.

3. Click Create. A blank Dashboard opens in a tab that identifies the user, similar to the following:

   

4. Select Enter Design Mode .
5. Add Tabs, Frames and Plug-ins as desired.

Method 1: Open your own user Dashboard

1. Navigate to your Dashboard via the Home tab.
2. Continue to "Enter Design Mode" below.

Method 2: Open another user's Dashboard

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 > User Dashboards. A list of users appears in the main panel.
3. What do you want to do?
   1. To create a Tab for a user who does not have a Dashboard, click Create. A blank Dashboard opens.
   2. To create a Tab for a user who already has a Dashboard, click Open. The user's Dashboard opens.
4. Continue to "Enter Design Mode" below.

Enter Design Mode

1. Select Enter Design Mode . The editing pane appears.
2. Click Add Tab at the bottom of the editing pane. The following pop-up appears:

   

3. Select Create a New Tab.
4. Click OK. A new Tab is added to the Dashboard Tabs list and the Edit menu appears to the right.

   

5. Enter a Name for the tab.
6. Enter an Auto Refresh Rate if desired.
7. Select Is Shared if you want the Tab to be available to other users.

   Note: Once a Tab is shared, it cannot be unshared. Changes made to a Shared Tab will be applied to all users to whom that Tab is assigned.

8. Click OK.
9. Add Frames and Plug-ins to the Dashboard Tab as desired.

More information about Dashboard setup

Method 1: Open your own user Dashboard

1. Navigate to your Dashboard via the Home tab.
2. Continue to "Enter Design Mode" below.

Method 2: Open another user's Dashboard

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 > User Dashboards. A list of users appears in the main panel.
3. What do you want to do?
   1. To add a Tab for a user who does not have a Dashboard, click Create. A blank Dashboard opens.
   2. To add a Tab for a user who already has a Dashboard, click Open. The user's Dashboard opens.
4. Continue to "Enter Design Mode" below.

Enter Design Mode

1. Select Enter Design Mode .
2. Click Add Tab at the bottom of the Dashboard Tabs list. The following pop-up appears:

   

3. Select Copy Another Tab. The tool expands and asks you to identify the source of the Tab you want to copy.
4. Select whether the source of the Tab is another User, a Shared Tab, or a Shared Tab Group.

   

5. Continue to make selections until you have located the Dashboard Tab that you want to copy.
6. Click OK. A copy of the Tab appears in the selected Dashboard Tab list.

   Note: This copy is an individual Dashboard Tab. Any edits made to it affect only the copy, even if the Tab was copied from a Shared Tab.

Note: A user's Dashboard can only contain one Tab Group. If you assign a Tab Group to a user whose Dashboard is already assigned a Tab Group, the newly selected Tab Group will replace the previous.

Method 1: Assign a Tab Group to a user from their Dashboard

1. Open the user Dashboard to which you would like to add a Tab Group:

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

   • Navigate to your own Dashboard on the Home tab, OR
   • Navigate to another user's Dashboard:
     1. Select Admin Portal in the Lucity widget toolbar.
     2. In the navigation panel on the left, select Dashboard Management > User Dashboards. A list of users appears in the main panel.
     3. Select the user whose Dashboard you want to edit.
     4. Select Open. The user's Dashboard opens in a new application tab.
2. Select Enter Design Mode .
3. Select Manage Tab Group. A pop-up similar to the following appears:

   

4. Select a Shared Tab Group from the list
5. Select Assign Group. Any previously assigned Tab Group is removed from the user's Dashboard and replaced with the selected Tab Group.

Method 2: Manage Users for a Shared Tab Group to assign a Tab Group to a user

Note: A user's Dashboard can only contain one Tab Group. If you assign a Tab Group to a user whose Dashboard is already assigned a Tab Group, the newly selected Tab Group will replace the previous.

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 > Shared Tab Groups.
3. Select the Tab Group you want to add to one or more user Dashboards.
4. Select Open. The Tab Group opens in a new application Tab.
5. Select Enter Design Mode .
6. Select Manage Users. A pop-up similar to the following appears with a list of available users:

   

7. Select Users Not Currently Assigned.
8. Select the user(s) to whom you want to assign the Tab Group to their Dashboard.
9. Select Assign selected users.
   • The Tab Group is shared with the selected user(s) and their username is moved to Users Currently Assigned from Users Not Currently Assigned.
   • Any previously assigned Tab Group is removed from the user(s)' Dashboard and replaced with the selected Tab Group.
10. Select Done.

Note: This method works only for Tabs added to individual Dashboards. A separate method is used to remove Shared Tabs from a user's Dashboard.

Method 1: Open your own user Dashboard

1. Navigate to your Dashboard via the Home tab.
2. Continue to "Enter Design Mode" below.

Method 2: Open another user's Dashboard

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 > User Dashboards. A list of users appears in the main panel.
3. Select the user from whose Dashboard you want to remove a Tab.
4. Select Open. The user's Dashboard opens.
5. Continue to "Enter Design Mode" below.

Enter Design Mode

1. Select Enter Design Mode . The Dashboard switches to Design Mode.
2. Click Edit Properties next to the Dashboard Tab you want to modify. The Edit Tab pane appears:

   

3. Select Delete. A pop-up appears to confirm deleting the Tab from the user's Dashboard.
4. Select OK. The Tab is deleted from the user's Dashboard.
5. Select Exit Design Mode.

Note: You can also follow the instructions for "How to remove a Shared Tab from one or more users" under Managing Shared Tabs for multiple users (below) to remove a Shared Tab from an individual user.

Method 1: Open your own user Dashboard

1. Navigate to your Dashboard via the Home tab.
2. Continue to "Enter Design Mode" below.

Method 2: Open another user's Dashboard

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 > User Dashboards. A list of users appears in the main panel.
3. Select the user from whose Dashboard you want to remove a Shared Tab.
4. Select Open. The user's Dashboard opens.
5. Continue to "Enter Design Mode" below.

Enter Design Mode

1. Select Enter Design Mode .
2. Locate the Shared Tab that you wish to remove in the Dashboard Tabs list on the left.

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

3. Select Edit Properties next to the desired Shared Tab name.
4. The Edit Tab dialog appears:

   

5. Select Disassociate at the top of the dialog. A confirmation pop-up appears to notify you that the Shared Tab will be removed from the user's Dashboard but not deleted from the system:

   

6. Select OK. The Shared Tab is removed from the selected user's Dashboard. The Shared Tab is not deleted from the system because it may be assigned to other users.
7. Select Exit Design Mode.