Modifying the Scope and Rank of a Dashboard

An administrator can change a dashboard's scope and rank as necessary (following the criteria described 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 Creating a Personal Dashboard or Creating a New Dashboard 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 application.
     
     
3. 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.
     
     
4. Change the dashboard's Usage Scope.
   
   • If you want the dashboard to be available to all users, change the value to Global.
   • If you want the dashboard to be available to members of a specific group, change the value to Group and enter a group in the Group 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. 
       
       
5. Modify the Rank value as necessary.
   
   • If you created a new dashboard from scratch, the default rank is 0. If you created a copy of an existing dashboard, the copy's rank is the same as the 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.
     
     
6. Save and close the record.