Creating Dashboard Template Pages for New Users

You can create dashboard template pages for users so that they see one or more dashboard pages with content rather than an empty dashboard when they first log in. For more information on dashboard template pages, see "About Dashboard Template Pages for New Users."

To create dashboard template pages:

1. Create one or more dashboards to contain the dashboard template pages. For each dashboard, specify the following:

   • In the Name field, enter "default" unless your organization has designated another name for the name of dashboards that contain dashboard template pages, in which case, enter the name your organization has designated.

   • In the Location box, select a Dashboard folder in a subfolder of /Shared Folders, for example /Shared Folders/Finance/Dashboards.

   For information, see "Creating Dashboards."

2. Create one or more dashboard pages and add content to the pages. See "Adding New Pages to Dashboards" and "Adding Content to Dashboards."

   
   

   Note: Users have access only to content to which they have appropriate permissions.

   
   

3. Assign permissions on the dashboard to allow read access for all users whose My Dashboard you want to populate with the dashboard pages. For information, see "Assigning Permissions."