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How to add a dashboard icon to Home's Risk Management group

Received Response
edited Apr 24, 2023 5:38PM in Risk Management and Compliance 1 comment

To create an icon that points to an OTBI dashboard:

  1. Create (or identify) a custom role that will be used to grant access to users to the new Dashboard icon.
  2. As a user with the Application Implementation Consultant job role, create a new Sandbox.
  3. Navigate to Configuration > Page Integration and create a new page.
  4. Provide a page name, choose an icon, and select the custom role from Step 1 that will be needed for users to see this icon.
  5. Go to Configuration > Structure and search for the page you just created.
  6. Set Group to Risk Management.
  7. Navigate to Home. Click on the newly created icon.

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