ANS-1753 · ROLES, PERMISSIONS & SECURITY
How to Publish and Manage NetSuite Dashboards for Specific Roles
Learn how to publish customized NetSuite dashboards to user roles, including options for locking portlet layouts and ensuring proper center alignment.
Short answer
NetSuite dashboards, including portlet layouts, can be published to specific roles. Users require the "Publish Dashboard" permission. When customizing, ensure the publishing role shares the same center as the target roles. Published dashboards can be locked to prevent layout changes or portlet removal, or left unlocked for full user customization.
Scenario
Users need to standardize dashboard layouts across various roles within NetSuite. The goal is to provide a consistent user experience, potentially restricting users from altering the dashboard's portlet arrangement or content, while ensuring the publishing process aligns with NetSuite's permission and center requirements.
Solution
NetSuite dashboards, which include the complete layout of portlets, can be published to specific user roles.
To publish dashboards, a user must possess the "Publish Dashboard" permission.
When customizing the dashboard intended for publication, the user must utilize a role that shares the same center as the roles to which the dashboard will be published.
Published dashboards offer flexibility in user interaction regarding layout modifications:They can be locked so that users cannot change the portlet layout.They can be locked so that users cannot remove portlets.They can be completely unlocked, allowing users full customization.
Dashboards can be published for the home tab along with all other tabs within the center.
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