Forcing dashlet conformity between users

[leenwebb]

Hi all,
I'm very new to Sugar, and am having a little trouble finding my way around.

Here's the story: We're implementing a very pared down version of Sugar -- basically just Contacts/Calls/Meetings for now, none of the fancy Opportunities/Campaigns/etc. I've already set up the Roles and Tabs so that users only see the relevant links.

I'd like to set it up so that the Home page (the one a user sees when they log in) only has the few relevant dashlets on it. Is there a place where I can set up a 'default' home page view (kind of like Roles), so that I don't have to go around clicking X on every individual's extra dashlets?

Thanks
Eileen

P.S.! Is there a way to assign a user to a Role during creation? Right now, I'm creating each user, and then going and adding them to the relevant Roles. I'd love to do it in fewer clicks.

[leenwebb]

Found it!

It's line 45 in modules/Home/index.php :

$defaultDashlets = array('MyCallsDashlet', 'MyMeetingsDashlet', 'MyPipelineBySalesStageDashlet', 'MyAccountsDashlet');

I can add and delete dashlets to my heart's content. It only affects new users (because this line is only called the first time they log in), but that's good enough for me.


-Eileen

[atheimer98]

An extension of this that would be great would be to create one configuration of dashlets and make THAT the
default for all new users. For example I want every user to see the same exact thing and never be able to edit it.

[malcolmh]

Hi,

Did you take a look at the option in the System Settings "Prevent user customizable Homepage layout:". I should think this would stop users modifying the Homepage, although O haven't tried it myself.

Hope this helps, and if it does let us know!

[atheimer98]

Thanks! I'm going to bite the bullet and teach myself the dashboards this weekend so I can debug them as needed.
I just deployed a system which is heavily customized and I want all users to see the same customized dashlet.

[leenwebb]

In my experience, the "Prevent user customizable Homepage layout" doesn't seem to do that at all. I'm not sure what it does, actually. I turned it on and was still able to add/edit/delete dashlets. In general, I've found that most of the things in Sugar that you can turn off (like turning off entire modules via Roles, or not displaying all the tabs) don't really do a thorough job. If you turn off "Emails", for example, the "Create New Email" link is still in all the sidebar menus, and you have to edit all of the menu.php files individually. As I said, I'm implementing a very pared down Sugar, and run up against this stuff constantly.

Atheimer98, you may be interested to know that you can take away the edit/close/refresh buttons in the dashlets by commenting out some lines in include/Dashlets/dashlet.php. It's around line #80.

Eileen