Managing Tabs

If you are a Super User or Dashboard Manager in Certification Manager, you can use the Manage Tabs button to organize your Dashboards home page. You can add or delete tabs, assign roles to tabs or change the sequence of existing tabs.

You can perform the following actions on this page:
  • Add tabs: You can add a new tab to your Dashboards home page as follows:
    1. Click New. A blank field is displayed in the Name of the Tab column.
    2. Provide a unique name for the new tab.
    3. Click Save. The new tab is displayed under the Name of Tab column.
  • Rename tabs: Rename tabs as follows:
    1. Rename a tab by typing the new name in the Name of Tab box.
    2. Click Save.
  • Assign or change the roles that can access the tabs: When a role is linked to tabs, you can view the tabs only if you are assigned that particular role.
    To assign new roles or edit existing roles:
    1. Select the required tab name and click the Edit icon.
    2. In the Edit Roles pop-up window, type-in part of the role name. All standard as well as custom roles matching the search criteria are displayed. Select the required role. Alternatively, click the Browse icon to select the required roles and click OK.
    3. Click Save.

      Select the role and click the Remove icon to delete a selected role.

  • Delete tabs:
    1. Select the tab to be deleted and click the Delete icon. A pop-up window is displayed.
    2. Click OK to delete the tab and its contents.
Important: When you delete a tab, all the panels associated with the tab are removed.
Related topics
Add custom panel
Dashboards