Overview of working with dashboards in a multi-partition environment
When you have multiple partitions configured, follow these guidelines when you set up dashboards.
Procedure
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Before working with dashboards, associate one or more groups with each partition, and assign the appropriate users to each group.
Only the platform_admin user, or another user with the PlatformAdminRole permissions can perform this task.
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For each partition, ensure that at least one user has the Administer Dashboards permission, and make a note of these user names.
The Marketing Platform AdminRole role has this permission by default, but you might want to create a role with more restricted access for dashboard administrators. These dashboard administrators can administer all dashboards within their partition.
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For each partition configured in your system, do the following.
- Use an account that is a member of the partition and that can administer all dashboards in a partition to sign in to HCL®
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Refer to the list of users you created in the previous step.
- On the Settings > Dashboard Portlets page, enable pre-defined portlets as needed.
- On the Dashboard Administration page, create the needed dashboards and add portlets.
- For each non-global dashboard, assign users who can view the dashboard.
You can assign individual users or groups to the dashboard.
- For each dashboard, assign one or more users as dashboard administrator.
- Use an account that is a member of the partition and that can administer all dashboards in a partition to sign in to HCL®
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