[Rt-commit] rt 02/04: Add more detail on RT at a glance changes to UPGRADING

Jim Brandt jbrandt at bestpractical.com
Thu Jul 8 16:51:41 EDT 2021


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jbrandt pushed a commit to branch 5.0/use-dashboard-for-homepage-select-ui
in repository rt.

commit 883b79e7ac890616d694225152f89dcb16c93d42
Author: Jim Brandt <jbrandt at bestpractical.com>
AuthorDate: Thu Jul 8 13:11:17 2021 -0400

    Add more detail on RT at a glance changes to UPGRADING
---
 docs/UPGRADING-5.0 | 43 +++++++++++++++++++++++++++++++++++++------
 1 file changed, 37 insertions(+), 6 deletions(-)

diff --git a/docs/UPGRADING-5.0 b/docs/UPGRADING-5.0
index 50b18af29d..c6b2737001 100644
--- a/docs/UPGRADING-5.0
+++ b/docs/UPGRADING-5.0
@@ -287,13 +287,44 @@ configuration setting.
 
 =over 4
 
-=item *
-
-"RT at a glance" now uses dashboard as backend, thus users can switch
-different homepages very easily. Users who want to customize homepage need
+=item * "RT at a glance" is now a dashboard
+
+"RT at a glance" previously could be customized and was stored as
+a special configuration used just for the homepage.
+It is now a dashboard just like other dashboards in RT.
+With this update, you can now easily change your entire homepage
+by selecting a different dashboard to be your default homepage.
+After upgrading, RT at a glance should look the same as it did
+previously, but there are various changes in how it is managed.
+
+The previous global RT at a glance page is converted to a new System
+dashboard called "Homepage". Individual users with a custom homepage
+will see a new dashboard in "My Dashboards" called Homepage. These are
+regular dashboards now, so the names can be changed if desired.
+
+The gears icon on the homepage now links to a page that displays all
+available dashboards and users can select their default homepage from
+the list. To customize, users can create a new dashboard. The privacy
+of dashboards can be set to an individual user, a group, or system-wide,
+depending on the user's rights. This makes it easy to set up and share
+useful homepage configurations.
+
+Users who want to customize their homepage need the rights
 "ModifySelf", "SeeOwnDashboard", "ModifyOwnDashboard" and
-"DeleteOwnDashboard" rights granted. "SeeDashboard" is optional but required
-if they want to check out system dashboards too.
+"DeleteOwnDashboard". All users who have "ModifySelf" are automatically
+granted these dashboard rights as part of the upgrade. You can modify
+these rights as desired if you don't want users to be able to create
+dashboards.
+
+All users can see the default System dashboard set for RT. If you
+want to allow users to see other System dashboards, grant the
+"SeeDashboard" right. This is not done automatically with the upgrade.
+
+For RT admins, Admin > Global > RT at a glance is still available,
+but instead of loading the page configuration editor, it shows a
+list of System dashboards that can be set as the default homepage.
+The RT at a glance option in the user admin page sub-menu also now shows
+a list of dashboards to set for that user.
 
 =back
 

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