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An administrator can change a dashboard's scope and rank as necessary (following the criteria described in "Dashboard Selection Methodology" on page 601 About the Dashboard Services Hierarchy) to configure the system to display a particular dashboard for a particular user.

The following steps describe how an administrator can create a new dashboard and then modify its settings to deploy it globally, or to a group or user.

1. Use the Dashboard Options dialog to create a new dashboard, either by copying and modifying an existing dashboard or creating a new dashboard from scratch.
   
   • See

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1. • Creating a Personal Dashboard or Creating a New Dashboard

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1. •  for information on how to use the Dashboard Options dialog to create user-level dashboards.
     
     
2. Open or create a view of the Dashboards service.
   
   • The Dashboards service is found in the Aptify Framework Administration

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1. • application.
     
     
2. Open the record for the dashboard you created in Step 1.
   
   • Dashboards created using the Dashboard Options dialog are personal dashboards that have a Usage Scope of User and are linked to the specific User who created it.
   • Note that access to a dashboard is controlled by the Usage Scope and Group/User fields. The User Permissions and Group Permissions tabs are reserved for future use.

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1. • 
     
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2. Change the dashboard's s Usage Scope.
   
   • If you want the dashboard to be available to all users, change the

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1. • value to Global.
   • If you want the dashboard to be available to members of a specific group, change the

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1. • value to Group and enter a group in

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1. • the Group

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1. •  field.
     • Note that for dashboard selection purposes, a user is associated with only one group (his/her Primary Group). A user is assigned a Primary Group in the Users record.

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1. • •  
       
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2. Modify the the Rank value  value as necessary.
   
   • If you created a new dashboard from scratch, the default

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1. • rank is 0. If you created a copy of an existing dashboard, the copy's

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1. • rank is the same as the

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1. • rank for the dashboard you copied.
   • If two or more dashboards have the same scope and the user has not specified a default dashboard, the system displays the dashboard with the lowest rank.
     
     
2. Save and close the record.Info: