Dashboards for Service Center

Create and configure Dashboard home pages for users of Service Center. Configure the dashboard items for their home pages that give them a quick overview of conditions to monitor and work to be done.

When a user logs in to the Service Center, the Dashboard home page is shown. The information that is presented depends on the administrative roles that are assigned to the user. A single administrative role can include zero or many dashboard items in its configuration. The dashboard presents the set of all dashboard items for all administrative roles that are assigned to the user.

To configure a user to have access to dashboard items, use the Administrator Console to go through the following process.

1. Review existing dashboard items. In Report Designer, click Manage > Dashboard. Determine whether an existing dashboard meets your needs.
2. If necessary, create customized dashboard items by:
   • Creating or choosing an existing query and defining a dashboard that is based on its properties.
   • Copying and modifying the dashboard items that are provided with the product.

   See Dashboard.

3. Assign dashboard items to an entitlement.
   1. In Report Designer, click Configure > Assignment.
   2. Click Report/Dashboard > Entitlement.
   3. Filter for Display Type of Dashboard.
   4. Select a dashboard item.
   5. Select Actions > Add in the right pane to add the dashboard item to an existing entitlement.
   Note: To view all of the dashboard items and reports that are assigned to an entitlement,

   1. Click Entitlement > Report/Dashboard.
   2. Filter for Display Type of Business Role.
   3. Click an entitlement. The list of dashboard items that are associated with the entitlement is shown in the right pane.
   4. Use the Action menu to add and remove dashboard items.
4. Review the dashboard items that are assigned to the wanted Admin Role to see whether they correspond to the duties you want to assign to the user.
   1. In Access Governance Core, click Configure > Admin roles.
   2. Select an Admin Role in the left pane, then click the Management tab in the right pane.
   3. Review items where Application is set to Report and Permission Type is set to dashboard.
   4. Use the Actions menu to add and remove dashboard items for the Admin Role.
5. Assign the user to the wanted Admin Role.
   1. In Access Governance Core, click Configure > Admin Roles.
   2. Select an Admin Role in the left pane, then click the Users tab in the right pane.
   3. Use the Actions menu to add and remove users.

Admin Roles are provided for the following roles. The configuration includes a default set of dashboard items for each role.

• Employee
• User Manager
• Application Manager

See Available dashboard items for the full list of available dashboard items.