Landing dashboards

Landing dashboards provide users with a consistent approach to the way they work, reduce the clutter on their screen, and improve the user experience.

If a landing dashboard is assigned to a role, users with that role will see the landing dashboard when they log in.

Workspace administrators can build separate landing dashboards, with specific attributes for each role, which is much more efficient than a one-size-fits-all approach.

A well-constructed landing dashboard streamlines processes by providing grids and charts to help users focus on what they should be doing next. Using a landing dashboard in conjunction with Workflow enables users to see which tasks are still in progress or yet to be started.

As an administrator, you can assign groups of users who share a common profile to a Role, and associate the role with a specific landing dashboard.

If it’s appropriate, you can assign the same landing dashboard to more than one role. You need to be sure that it meets the needs of the roles you’re assigning it to.

To assign a landing dashboard to a role, go to Model Settings Users pane and select the Roles tab. All users assigned to that role see the same landing dashboard.

Give appropriate access rights to all modules referenced by a dashboard to enable users to view the dashboard.

If a landing dashboard is assigned to a role, Contents is hidden. If a landing dashboard isn't assigned, Contents is visible so that the user can select an item to work with.

When a user opens further modules and dashboards, their landing dashboard displays a Home   icon. When they go back to the landing dashboard, the Dashboard   icon replaces the Home icon.

If a user reports that a landing dashboard is invalid and they can’t access the data on parts of it, check that they have access to all the modules.

Go to Model Settings  Dashboard  and look at the Used Modules column. It shows all of the modules referenced by each dashboard.