Module Publishing across Hierarchy Levels

Once a module is created at the parent level within a child workspace, it can be published to one or more child accounts. The module becomes visible in a child account only after it is published to that specific account. To publish a module to a particular organization or tenant (child account), use the account switcher to navigate to the desired workspace. You can access the publishing option from the Modules card or the list page.

• If you are at the domain level, you can switch to organization and tenant levels to publish modules, categories, and dashboards.
• If you are at the organization level, you can switch to the tenant level to perform the same actions.

Note:

Modules, categories, and dashboards created in child accounts become visible to the respective organizations or tenants only after they are published from the domain level.

Similarly, modules—along with their associated categories and dashboards—created at the organization level are visible in the corresponding tenant accounts only after they are published from the organization level.

The Publish Module button remains disabled at your current level. You cannot publish modules from the level where they were created—you must switch to a child account to publish them.

Publishing a Module

Follow this procedure to publish a module from your current (parent) level to one or more child accounts.

To publish a module:

1. From the left menu bar, go to Modules under the Security section. This displays the modules currently available at your level.

2. Use the account switcher to switch to an organization or tenant account. This allows you to publish the modules created at this level to child accounts.

3. Click Publish Module. The Publish Module side sheet opens.

4. Select the check boxes for the modules, categories, and dashboards you want to publish to the selected child accounts. Note that you can only publish the modules created by you. 

5. Click Proceed. The Account Selection side sheet opens.

6. Choose the target accounts:

   • If you are in the organization workspace, you’ll see the organization drop-down only.
   • If you are in the tenant workspace, you’ll see both the organization and tenant drop-downs.
   • Select an organization to view and select its corresponding tenants.
7. Review your selections in the Preview Selected Modules section on the left.

8. Click Publish to complete the process. The selected modules are now published to the selected child accounts. You can now view the published modules associated with categories and dashboards in the selected accounts.