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In this tutorial let's see how a user with editor permission can create a dashboard with a banner, and how another user who has viewer permission can view and customize the banner in the dashboard.

Prerequisites

To be able to work with this tutorial you need to have a user named editor assigned to the dashboardEditorRole role, and another user named viewer assigned to the dashboardViewerRole role.

Step 1 - Sign into the DS Management Console

For more information, see Signing into the DS Management Console. 

Step 2 - Create the dashboardEditorRole and dashboardViewerRole user roles

1. On the Main tab, click Add under Users and Roles.

   

2. Click Add New Role.

   

3. Enter the required details as follows:

   1. Domain - Select the user store to which you want to add the user role. Select Primary to use the primary user store for this tutorial.

   2. Role Name - Enter a unique name for the user role. 
      

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      The two user roles should be named as follows: dashboardEditorRole and dashboardViewerRole

4. Click Finish.

5. Repeat steps 3 and 4, to add the other user role.

Step 3 - Create the editor and viewer user accounts

1. On the Main tab, click Add under Users and Roles.

   

2. Click Add New User.

   

3. Enter the required details as follows:

   • Select a user store from the Domain list to which you want to add the user account. Select Primary to use the primary user store for this tutorial.

   • Enter a unique user name and the password that the person will use to log in. By default, the password must be at least five characters and should have at least one character with a capital letter, characters, numbers and special characters.

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     The User Name of the two user accounts should appear as follows: editor and viewer

4. Click Finish.
5. Repeat steps 3 and 4, to add the other user account.

Step 4 - Assign the user roles to the user accounts

1. On the Main tab, click List under Users and Roles.
2. Click Users. This link is only visible to users with the Admin role. 
3. Click Assign Roles, which appears in the Actions column.
4. Select the respective role for the respective user account.
   • Assign the dashboardViewerRole user role to the Viewer user account.
   • Assign the dashboardEditorRole user role to the Editor user account.
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5. Click Finish.

Step 5 - Create a Dashboard with a banner 

1. Sign into the Dashboard Designer. The Dashboard Designer home page appears with the dashboards that are available for the respective user. Image Added
2. Click Create Dashboard to navigate to the dashboard creation page.
3. Enter the required dashboard related details and click Next.
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   • Name of your Dashboard - The name given to identify the dashboard.
   • URL - The URL that is used to access the dashboard. The URL should be unique for each dashboard.
   • Description - A summarized description on the dashboard.
   This directs you to the dashboard layout page where you can select a predefined layout for the dashboard.
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4. Click on the Balanced Grid With Banner layout. 
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