Assign a Custom Dashboard to a Strategic Group
  • 19 Jul 2023
  • 1 Minute to read
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Assign a Custom Dashboard to a Strategic Group

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Article summary

To assign a custom strategic group dashboard to a strategic group with the business workflow mode activated follow the steps below.

  1. Log in to Netreo as a user with the SuperAdmin access level.
  2. Go the the main menu and select Administration > Grouping > Strategic Group to open the Strategic Groups Administration page.
  3. Locate the group that you wish to assign a custom dashboard to in the strategic group table.
  4. Select the edit icon for that group in the CUSTOM DASHBOARD column.
  5. Select the custom dashboard to assign to this group from the pulldown menu.
  6. Select Save.

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