- Navigate to your home dashboard
- Select “Publish Dashboard” from the Settings Portlet
- If this option isn’t available, make sure your role has permission to publish dashboards.
- Check permissions at Setup > Users/Roles > Manage Roles.
- Edit your role.
- In the Permissions > Setup tab, add the “Publish Dashboards” permission.
- If this option isn’t available, make sure your role has permission to publish dashboards.
- Fill out the name and ID as required.
- In the Apply to Roles tab, select the roles that should see this Dashboard
- In the Apply to Tabs tab, select the tab that you’d like to publish.
- This section provides granularity in which dashboards are published, so you don’t have to publish all dashboards with every Dashboard publish.
- Next to each tab, you may select the mode to publish in:
- Unlocked – Employees may add, remove, or edit portlets you’ve setup
- Locked – Employees may not modify this dashboard
- Add/Move content – Users may add or move content, but the portlets in the published dashboards may not be modified.
- Note that roles with the “Publish Dashboards” permission will always be able to edit a dashboard.