Enhancing your NetSuite Tabs by Publishing Dashboard: understanding the steps to Publishing Dashboards by NetSuite
The NetSuite user interface is role-based, which means that your role affects the collection of tabbed pages, or center, that appear when you log in. Accounting, Marketing, Sales, and Support are some of the functional domains that centers are associated with. NetSuite offers a default visual workspace, or dashboard, for each tabbed page and allows you to customize your dashboards to match your needs. Administrators can share or publish their personalized dashboards with other users logged in to the same center. A published dashboard may have a single tabbed page or many pages.
Users in similar roles benefit from a uniform interface provided by published dashboards. This consistency in dashboard look might help users collaborate because they have easy access to the same data. Publishing dashboards can also save time by allowing an administrator to configure dashboards for a full team of users.
How to get started with Publishing Dashboards?
To publish dashboards, you must be granted the Publish Dashboards permission. This permission is provided by default to a few administrative roles, but not to the majority of users.
When you have the Publish Dashboards permission, you can share dashboards with other users based on their roles. You can only publish a dashboard to roles associated with the same centre where you personalized it. For example, if you personalize a dashboard and your role is set to Account Administrator, you can only publish it to roles associated with the Classic centre. If your position is Sales Administrator, you can only publish a tailored dashboard to roles associated with the Sales centre.
If you wish to publish dashboards to users across several centres, you must log in with a role that utilizes each centre to generate the dashboards that will be distributed to each centre’s users.
Steps to Publishing Dashboards by NetSuite
To publish a dashboard, take these two steps:
- Personalize the dashboard you want to publish – Once you’ve verified your identity and that you have the Publish Dashboards permission and logged in with the correct role, the next step in publishing a dashboard is to customize one or more of your own tabbed pages to meet the team’s business requirements. Personalization can include making changes to the standard NetSuite tabs as well as creating your own custom tabs.
- Publishing the tabs and dashboard- When you’ve completed personalizing your own tabbed pages, you can publish one or more of them so that they appear in other users’ tabs.
When you publish a dashboard, you can choose the following choices. Some options can be updated after you’ve published the dashboard, while others cannot.
The roles to which the dashboard should be shared. (Can be modified later.)
Whether the dashboard should be made available to only new users or to both existing and new users, thereby replacing existing users’ dashboards. (Can be modified later.)
The tabbed pages are to be included in the dashboard. (Can’t be changed later.)
The restriction levels for users’ dashboard personalizations. (Can’t be changed later.)
After publishing a dashboard, you can make additional modifications and copy it to any of your accounts.
Permissions required for Publishing Dashboard
To publish dashboards, you must be granted the Publish Dashboards permission. This permission is provided by default to a few administrative roles, but not to the majority of users. When you click the Publish Dashboard button, the dashboard will display in the state that is appropriate for you and your current NetSuite role. If you make changes to a published dashboard, the updated version will be published. It is not possible to revert back to dashboard settings that were previously published.
If you have the Publish Dashboards permission, a Publish Dashboard link will appear in the Settings portlet on your home page. If this URL is not available, then you do not have authorization.
By default, users with the following roles have access to the Publish Dashboards permission:
- Administrators can publish dashboards to Classic Center users based on their roles.
- The Intranet Manager can provide dashboards to users assigned roles in the E-commerce Management Center.
- Issue Administrator can provide dashboards to users with assigned roles in the Engineering Center
- Marketing Administrators can deliver dashboards to Marketing Center users based on their roles.
- Product Managers can provide dashboards to Support Center users based on their roles.
- The QA Manager has the ability to publish dashboards to Engineering Center users designated to specific responsibilities.
- Sales Administrators can provide dashboards to Sales Center users based on their roles.
- Support Administrators can publish dashboards to Support Center users based on their roles.
Also Read: What are Report Snapshots in NetSuite?
Note
Always refer to the official NetSuite documentation for detailed and specific guidance based on your NetSuite version. Additionally, you may want to involve your NetSuite administrator or seek assistance from NetSuite support for any specific challenges you encounter during the setup process.