Dashboard Assignments

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Follow the steps below to assign a custom dashboard.

  1. Navigate to Administration > Dashboards.

  2. Select the Dashboard to be assigned from the list, then click Assignments. The Dashboard Assignments screen appears as shown below:

Dashboard Assignments interface showing user group and dashboard selection options.

  1. Use the User Group drop-down to select from users within a group, or select All to see all users.

  2. The User drop-down populates with the users from the group selected in the previous step. Use the checkboxes to select all users to be assigned the custom dashboard.

Dashboard assignments interface showing user groups and dashboard selections for users.

  1. When all users are selected, the available Dashboards to assign are listed under Dashboards as shown in the following example:

Dashboard assignments for user group with selected dashboards and default settings displayed.

  1. Use the checkboxes to select all the dashboards to assign to the selected users. All selected dashboards appear in the Default Dashboard column.

  2. Under Default Dashboard, select one Dashboard from the list to serve as the default dashboard for the selected users.

Dashboard assignments for user group with selected default dashboard option displayed.

  1. When complete, click Save to save the assignment details. A confirmation message appears. Click OK.