Shared Tab Groups

The Shared Tab Groups section of the Admin Portal's Dashboard Management function enables administrators to create and manage collections of Shared Tabs that can be applied to a one or more user Dashboards all at once. Like Shared Tabs, Shared Tab Groups enable you to create and quickly share common data sets among multiple users.

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Select Create. The system enters Design Mode and opens a new application tab and the Add Group pane.
Enter a Name for the Shared Tab Group.
Select OK. The Add Group pane closes and a notification confirms that the Shared Tab Group has been created.
Select Add Tab in the Design Mode pane to add Shared Tabs to the Group as desired.
Click Exit Design Mode. Your Shared Tab Group appears in Dashboard Management's Shared Tab Groups grid and is available to assign to users.

More information about adding Dashboard Tabs >>

The following tools require the Lucity Apps > Dashboard > General - Edit permission.

Method 1: Start with the Shared Tab Group you want to edit

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Continue to "Edit a Shared Tab Group" below.

Method 2: Manage Shared Tabs/Groups

Select Admin Portal in the Lucity widget toolbar.
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 Tab Groups from the Tabs list on the left.
Continue to "Edit a Shared Tab Group" below.

Edit a Shared Tab Group

Select the Shared Tab Group you want to edit.
Select Open. The selected Shared Tab Group opens in a new application tab.
Select Enter Design Mode . The system enters Design Mode.
Edit the Shared Tab Group as you would a Dashboard by adding, deleting or rearranging Tabs, Frames and Plugins.
Click Exit Design Mode. Your changes are made in every instance of the Shared Tab Group on users' Dashboards.

More information about adding Dashboard Tabs >>

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

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.
Select Enter Design Mode .
Select Manage Tab Group. A pop-up similar to the following appears:
Select a Shared Tab Group from the list
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.

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Select the Tab Group you want to add to one or more user Dashboards.
Select Open. The Tab Group opens in a new application Tab.
Select Enter Design Mode .
Select Manage Users. A pop-up similar to the following appears with a list of available users:
Select Users Not Currently Assigned.
Select the user(s) to whom you want to assign the Tab Group to their Dashboard.
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.
Select Done.

Method 1: Remove a Tab Group from a user's Dashboard

Open the user Dashboard from which you would like to remove a Tab Group:
- 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.
  This tool requires the Admin > Lucity App Admin > Run permission.
2. In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
  1. Select the user whose Dashboard you want to edit.
  2. Select Open. The user's Dashboard opens in a new application Tab.
Select Enter Design Mode .
Select Manage Tab Group. A pop-up similar to the following appears:
In the Current Tab group for: section at the top, select the assigned Shared Tab Group.
Select Remove Group. The Tab Group is removed from the user's Dashboard.

Method 2: Open a Tab Group to Manage Users

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Select the Tab Group you want to remove from one or more user Dashboards.
Select Open. The Tab Group opens in a new application Tab.
Select Enter Design Mode .
Select Manage Users. A pop-up similar to the following appears with a list of available users:
Select Users Currently Assigned to view users whose Dashboard contains the Tab Group.
Select the user(s) for whom you want to remove the Tab Group.
Select Unassign Selected Users. The selected user(s) are moved from Users Currently Assigned to Users Not Currently Assigned.
Select Done. The Tab Group is no longer assigned to the selected user(s) and does not appear on their Dashboard.

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Select the Tab Group you want to add to one or more user Dashboards.
Select Open. The Tab Group opens in a new application Tab.
Select Enter Design Mode .
Select Manage Users. A pop-up similar to the following appears with a list of available users:
Select Users Not Currently Assigned.
Select the user(s) to whom you want to assign the Tab Group to their Dashboard.
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.
Select Done.

Select Admin Portal in the Lucity widget toolbar.
This tool requires the Admin > Lucity App Admin > Run permission.
In the navigation panel on the left, select Dashboard Management > Shared Tab Groups.
Select the Tab Group you want to remove from one or more user Dashboards.
Select Open. The Tab Group opens in a new application Tab.
Select Enter Design Mode .
Select Manage Users. A pop-up similar to the following appears with a list of available users:
Select Users Currently Assigned to view users whose Dashboard contains the Tab Group.
Select the user(s) for whom you want to remove the Tab Group.
Select Unassign Selected Users. The selected user(s) are moved from Users Currently Assigned to Users Not Currently Assigned.
Select Done. The Tab Group is no longer assigned to the selected user(s) and does not appear on their Dashboard.


Buttons
Create	Creates a new Tab Group.
Open	Opens the selected Tab Group for viewing or editing.
Refresh Grid	Refreshes the current grid to display any changes.