Setting the Process Portal tab order for a user group
To modify the Process Portal tab order for users, use Bulk User Attribute Assignment.
About this task
Users can reorder tabs in Process Portal, and the order is saved when they log out. However, someone with administrative privileges might need to apply a tab order for all users in a group so that all users see the same dashboards and saved searches in the same order. To apply the tab order from one user to all users in a selected user group, copy the attribute value from the user and paste it in as the value for a user group.
Procedure
- In the Server Admin area of the Process Admin Console, click .
- Click View by User.
- To copy the tab order from a user, select the user ID and copy the value for the user's Portal Dashboard Display Order attribute. For example, if you decide that the order of the tabs that you saved when you logged in to Process Portal should be the order that all users in a group see by default, select your user ID and copy the attribute value.
- Click View by Attribute, and then select the Portal Dashboard Display Order attribute.
- Select the name of the user group.
- In the Specify a Value and Assign it to the Selected Users section, delete any existing entry, and paste the entry that you copied in step 3 into the attribute value for the tab order.
- Click Assign.
Results
The next time that users in the user group log in to Process Portal, the tabs are displayed in the new order. Users in the group still can reorder tabs as they like, but the default order is what you specified.