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Manage Dashboard Tabs for End Users
Published: Jan 31, 2018   -   Updated: Jun 22, 2018

 

 

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Manage dashboard tabs for end users


Settings > Customization

This feature allows you to create dashboard tabs for end users and choose the apps that you want to appear on them.

AdminManagedTabs_V2_75per_thumb_0_48

Overview
  • Create up to four dashboard tabs.
  • Drag and drop apps across and within tabs
  • Preview individual end users' dashboard to see their assigned org-managed apps and the tabs on which they're located.
  • Choose whether to apply the configured dashboard to new, non-activated users or to all activated users.

Note: You cannot use this feature to assign or delete apps. For those operations, see The Applications Page.


Options

Apply a dashboard to new, non-activated end users

ApplyButton_NewUsers

In their first sign in to Okta, all new end users that you activated after you perform this procedure will see the tabs you created and the apps End users see only the org-managed apps that have been assigned to them. you placed on them. This allows you to manage end users' first day experience. Once signed in, end users can move apps within and between tabs, create their own tabs and add personal apps, and delete tabs. Tip You can apply different dashboards to different sets of new, unactivated end users. For example, you can configure a dashboard for one set of new end users, and then activate those end users. Then you can configure a different dashboard for another set of new end users, and then activate them. Once activated and signed in to Okta, the two sets of new end users will see a different dashboard.

  1. Go to Settings > Customization.
  2. Click End-user dashboard.
  3. Configure the dashboard. You can do any of the following:
    • Create a tab. Click the + sign, enter a name, and then click Save. You can create up to 3 tabs.
    • Rename a tab. Hover over a tab and click the pencil icon.
    • Add apps to tabs. Drag and drop apps onto tabs or move apps within the current tab.
    • Delete a tab. First remove all the apps out of the tab, and then click Delete.
    • Preview a users' homepage. For details, see here.
  4. Click Apply dashboard to new users.
  5. Activate end users.

Apply a dashboard to all activated end users

ApplyButton_AllUsers

Click: Important to know before you begin
  • Applying a dashboard to all end users overrides the current dashboard configuration for all activated end users in your org, and all their app chiclets are moved to new locations. End users' personal apps are consolidated onto a new tab titled My Apps. These changes cannot be undone.
  • Because this option can significantly change the appearance and organization of end user dashboards, Okta recommends that you notify your end users in advance about the changes they are going to see.
  • It takes some time for your dashboard updates to complete. During the process, buttons are disabled and the dashboard cannot be edited.
  • To confirm that the new dashboard was applied, Okta automatically sends an email to the admin who applied the dashboard to all end users. If any apps are experiencing errors, a unique ID is provided in the email that you can give to Okta Support for remediation.
  • A banner appears on end users' Home page when their admin has customized their dashboard.
  • ADMV2_EndUserBanner_thumb_0_48


  1. Go to Settings > Customization.
  2. Click End-user dashboard.
  3. Configure the dashboard. You can do any of the following:
    • Create a tab. Click the + sign, enter a name, and then click Save. You can create up to 3 additional tabs.
    • Rename a tab. Hover over a tab and click the pencil icon.
    • Add apps to tabs. Drag and drop apps within the current tab or to another tab.
    • Delete a tab. First remove all the apps out of the tab, and then click Delete.
    • Preview a users' homepage. For details, see here.
  4. Click Apply dashboard to all users.

Preview an end user's dashboard

PreviewDashboard

You can use the Preview field at the bottom of the page to search for end users and preview their dashboard. Having visibility into end users' dashboards can help you answer questions and resolve issues. You can use this option at any time, independently of the Apply dashboard . . . functions.

Note: Only org-managed apps are visible to admins; admins cannot see self-service apps or end users' personal tabs.


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