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In this tutorial let's see how a dashboard editor can create a dashboard with a banner, and how a dashboard viewer can view and customize the banner for his/her personal view.

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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.
   
2. Click Create Dashboard to navigate to the dashboard creation page.
    
3. Enter the required dashboard related details and click Next.
   
   • 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.
   

4. Click on the Balanced Grid With Banner layout. 

5. Click Add, select an image from the file browser window, and click Open. 
   The selected image appears in the block allocated for the banner, with the option to crop the image.

6. Select the area of the image that needs to be cropped and click Save.

   

7. Click Settings and under the Permissions make the following changes:

   • Under Viewers add "dashboardViewerRole", and after the changes are saved remove all other user roles.

   • Under Editors add "dashboardEditorRole", and after the changes are saved remove all other user roles.
     

     Tip
     Remove When the other default user roles (e.g., Internal/Everyone) only after adding the two new user roles. Otherwise, you will not have admin permission to save the newly created are deleted, the existing user's admin privileges get revoked. Therefore, before removing the existing user roles (e.g., Internal/Everyone) of a dashboard, ensure to first save the new user roles.

8. Click View to go to the dashboard view mode.

9. Log out and log in as the viewer, and click View to go to the dashboard view mode.
    

10. Click Personalize to navigate to the Dashboard Designer.
    The original dashboard that already has a banner, which was uploaded by the editor, appears.

11. Click Edit, select a different image from the file browser, and click OK. 

12. Crop the image as necessary and click Save.
    The banner placeholder displays the newly selected banner image with cropped margins. 

13. Click View to navigate to the dashboard view mode.
    Now, the dashboard appears with the new banner, which was customized by the viewer.

14. Click Personalize to navigate to the Dashboard Designer.

15. Click Reset to remove the custom banner and revert to the original banner, which was added by the dashboard editor.

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