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This topic describes how to switch between Dashboards, broken down by user interface.:

  • Web Interface
  • Desktop Client
Info

As of Aptify 5.5.5, the ability to switch between Dashboards is supported in the web interface.

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Web Interface

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If multiple dashboards are available for the same application, the user may switch between dashboards by clicking the appropriate button at the top of the dashboard.

  • In the example below, Customer, Shipping and Home correspond to the Customer Management, Shipping and Home dashboards for this user.

Sample Dashboard Showing Button To Switch To Customers Or Shipping DashboardsImage Added.

  • The dashboard you selected appears on screen.
  • Users can select from dashboards for all applications, including those not currently available in the Applications tab.
  • If you do not have permission to access an application, an error message appears if you select its dashboard. 
  • The web interface does not attempt to load the application for the selected dashboard.

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Desktop Client

 

If multiple dashboards are available for the same application, the user may switch between dashboards from the Options context menu.

  1. Click the Options... link in the upper-right hand corner of the default dashboard.
  2. On the context menu, select Switch Dashboard
    • The menu lists all of the application's dashboards that are available to the user. 

      Selecting the Switch Dashboard Option in the Desktop InterfaceImage Added

  3. Select the dashboard you want from the sub-menu. 
    • The dashboard you selected will appear on screen.