Editing a Portlet

To edit a portlet

  1. On the Navigation Tree, click Portlets, and select Portlets.

  2. Click the name of the portlet you want to edit or click anywhere on the row, and then click clip0003.

  3. Make the necessary changes on the Portlet tab if required. For details about how to change portlet properties, refer to Adding a Portlet.

  4. Click the Rights tab to assign portlet access rights to users, user groups, or roles.

NOTE: When Global check box is selected the portlet is available to all users. The access rights to specific portlet can also be granted on the corresponding  User, User Group, or Role page. For more information, see Assigning Access Rights.

  1. Click User Groups to expand a hidden section. Select user groups that you want to view the portlet.

    1. To add a user group drag it from the left pane to the right pane or click plus  icon next to its name

    2. To remove a user group drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. Click Roles to expand a hidden section. Select roles that you want to view the portlet.

    1. To add a role drag it from the left pane to the right pane or click plus  icon next to its name

    2. To remove a role drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. In the Users section, select users that you want to view the dashboard.

    1. To add a user drag it from the left pane to the right pane or click plus  icon next to its name

    2. To remove a user drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. To save the changes, click Save.

NOTE: For the portlet to be visible in MSClient/ to a user with the portlet access rights, the user must also have the Portlets privilege enabled at the user, user group, or role level.

 

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