Assigning to a User

To assign a Dashboard Template to a user:

1. Navigate to: MaintenanceData MaintenanceDashboard Templates.
   • The Dashboard Templates log displays.
2. Select the template you want to assign to a user.
3. Click Edit.
   • The Dashboard Edit Template window opens with the General tab open as a default.
4. Click the Assigned Users tab.
5. Click New.
   • The New Assigned User pop-up window opens.
6. Click Select to select the user(s) you want to assign the template.
   • The Select Users pop-up window opens.
7. Select the user(s) by clicking the Select box.
8. Click Close when finished selecting user(s).
9. Click Save in the New Assigned User pop-up window.
   • The Confirmation pop-up window opens.
10. Click Close.
    • Only users with Administrator permission can assign Dashboard templates to users.
    • A user can have a template assigned to them only if there are no pages yet in their Dashboard and they are the last logged in user to modify their own Dashboard.
    • Multiple templates can be assigned to a user at any given time.
    • A user cannot change their Dashboard setup after a Dashboard Template has been assigned to them.