How to see all projects in the Dashboard

September 19, 2023

USERS

You're a user who wants to see all your projects in your Dashboard.

• Contact your CORE site admin. They'll need to make the change for you.

ADMIN

You're a CORE site admin and you want to enable certain dashboard users to see all their projects.

• Package vs Production Dashboard

  • Package Dashboard shows only the projects for which a user has a package.
  • Production Dashboard shows all projects they have permission to see via the following:
    • View Access Rule
    • Edit Access Rule

• Dashboard Settings

  • Are controlled in the user role
  • Dashboard defaults to Package
  • To change the Dashboard for a certain set of users, go into each role and make the change
  • If you want specific users to have a different dashboard than the rest of the users in their role, then make the change from the Rules Overrides tab in their user profile.

• How to Change Dashboard Settings

  • For a User Role
    1. Go to Role Info within the role
    2. In Dashboard field, choose either Package or Production
    3. Save

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• For an Individual User
  1. Go to the user's profile
  2. Select Rules Overrides tab
  3. Make sure Access Override tab is selected
  4. In Dashboard field, choose either Package or Production
  5. Save

Select image to zoom.