Aly
01/28/2025, 5:50 PMCeligo AI
01/28/2025, 5:50 PMAI generated answer (using internal Slack threads):To publish your own custom dashboard for someone else's role, you need to follow these steps: 1. Create a role for the specific center type: The dashboard is based on the center type, so you need to create a role for that specific center type. This role must have the 'Publish Dashboard' permission. 2. Create the dashboard: Once you have the role with the necessary permissions, you can create your custom dashboard. 3. Publish the dashboard: After creating the dashboard, you need to publish it. During the publishing process, you can assign the dashboard to any of the center-specific roles you have. If you are an Admin and your dashboard is auto-defined as
Classic Center
, but you want to publish a dashboard in Accounting Center
, you need to assign yourself a role that is in the Accounting Center. Then, log in as that role and publish the dashboard. For people publishing dashboards, it's recommended to give them a global permission on their user so they can publish to multiple roles without allowing other people in those roles to publish.
Please note that it's not possible to publish a dashboard to an Employee Center role. However, you can create custom centers and add content there. The content still has to be accessible to the Employee Center role.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
01/28/2025, 5:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.88207233
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.874724507
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.869214058
Celigo AI
01/28/2025, 5:50 PM