Publishing Dashboards

To publish a dashboard:

1. Go to home page, and in the Settings portlet, click the Publish Dashboard link.
2. On the Publish Dashboard page, enter a name for the dashboard in the Name field, and, if desired, descriptive text in the Notes field.
3. If you want to prevent users from removing Shortcuts portlet links on the published dashboard's pages, check the Lock Shortcuts box. For information about the Shortcuts portlet, see Setting Up Shortcuts Portlets.
4. To prevent users from removing Create New bar links on the published dashboard's page, check the Lock New Bar box. For information about the Create New bar, see Using the Create New Menu.
5. On the Apply To Roles subtab, select the roles to which you want to publish this dashboard, and indicate whether to publish the dashboard to new users only or to both new and existing users.
1. Select a role from the Role list. Only roles tied to the center that your current role uses are listed here, because you can only publish a dashboard to roles that share your center. If a role is not listed here, you cannot publish the dashboard to it while in your current role. You may be able to log in with a different role, personalize a dashboard, and publish it to additional roles. For more information, see Verifying and Adding Publish Dashboards Permissions
2. By default, for a dashboard being published for the first time Override existing user's settings is set to Yes, indicating that this dashboard should be published to existing users with the selected role, replacing their current dashboards. Clear this check box if you want to publish the dashboard only to new users assigned the selected role.
3. Click Add.
4. Repeat steps a-c for additional roles to which you want to publish the dashboard. All of a published dashboard's information may not be available to all of its users. Users can view only the dashboard content that their assigned roles give them permission to see.
6. On the Apply To Tabs subtab, select the tabbed pages that you have customized to be part of the published dashboard, and choose how you want to restrict users' changes to the published dashboard's pages.
1. Check the box in the Apply column next to each tabbed page you want to include in this dashboard.
2. In the Mode column, choose the level of restriction for users' changes to the selected page:
1. Unlocked– lets users make all changes to the selected page.
2. Locked– restricts users from making any changes to the selected page.

3. Add/Move Content– allows users to add and rearrange portlets on the selected page, while preventing them from removing portlets. After you have saved a published dashboard, you cannot modify the included tabbed pages, or their restriction modes, so make these choices very carefully!

   Note  

   Inline text for the Add/Move Content option indicates that this setting prevents users from removing published content. However, this setting may prevent users from removing portlets that they themselves have added as well as portlets that were added as part of the published dashboard.

7.  Click Save.

• The published dashboard is applied to users assigned the selected roles. They will need to log out and log back in to the system for changes to be visible. They also may need to clear their browser cache.

Related articles

SuiteAnalytics: (Dashboards, Searches, & Reports) Dashboards: Publishing Dashboards Overview: Publishing a Dashboard

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