Manage Dashboard Tabs

If you are an Administrator or the Dashboard Manager of your Infor Risk & Compliance system, you can use the Manage Tabs page to organize your Dashboards home page by adding or deleting tabs, assigning roles to tabs or changing the sequence of existing tabs.

You can perform the following on this tab:

• Adding new tabs to your dashboard
  1. Click the New icon. A pop-up window is displayed.
  2. Specify the name of the new tab.
  3. In the Roles field, type in a part of the role name in the auto suggest box. All roles and custom roles matching the search criteria is displayed. Select the required role. Alternatively, click the Browse icon to browse for and select the desired roles.
  4. Click the Save icon. The new tab is displayed in the Name of Tab field and also on your Dashboards home page.
     Note: A maximum of ten tabs can be added.
• Assigning roles to tabs or modifying existing tabs:

  When tabs are linked to Infor Risk & Compliance roles they can be viewed only by users with those specific roles.

  1. Click the Edit icon against the tab name to be edited. The Edit Tab window is displayed.
  2. In the Add Roles field, type in part of the role name in the autosuggest text box. All roles or custom roles matching the search criteria will be displayed. Select the required roles. Alternatively, click the Browse icon to browse for and select the desired roles and click OK.
  3. Click Save to save the changes.
• Viewing the roles assigned to a tab
  Multiple roles may be assigned to a tab. However, the user interface displays only the first role assigned as a hyperlink with a count next to it.

  1. Click the hyperlink to view a pop-up window containing a list of the roles assigned to that tab.
• Changing the sequence of existing tabs
  1. To move existing tabs, select the tab, point the mouse pointer under Move column and drag it to move up and down.
• Deleting unwanted tabs
  1. Select the tab to delete. Click the Delete icon to delete a tab. When you delete a tab, all configured graphs and panels of this tab is also deleted.