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Curator has the ability to mark dashboards as favorites. Favorited dashboards will show up first on the home page once the user logs in. This functionality requires any authentication method other than “Pass-Through”. See the Authentication Methods section for more information. If you have a Tableau Connection the favorites will also synchronize across to Tableau Server/Cloud. You can also display the number of favorites a Dashboard has. This number shows up in both the Dashboard action-buttons area when viewing a Dashboard and on the homepage when showing Dashboard tiles.

Enabling Favorites

  1. Find the “Favorites” setting and toggle it on.
  2. Be sure to save your changes.

Favoriting a Dashboard

  1. Navigate to the frontend of the system (e.g. http://curatorexample.com).
  2. Log in if prompted.
  3. Navigate to the desired Dashboard by using the navigation menu.
  4. Click on the star icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the Dashboard.

Showing the Number of Favorites

  1. Find the “Favorites” setting and toggle it on.
  2. Be sure to save your changes.

Troubleshooting

If a user reports that their favorites are not persisting between sessions, work through the following checklist to identify the root cause.

Pass-Through Authentication Is Active

Favorites require a persistent frontend user record. When the active authentication method is Pass-Through, Curator does not create or maintain persistent user records, so there is no account to attach favorites to and the star icon’s state cannot be carried across sessions. To resolve this, switch to any authentication method other than Pass-Through. See the Authentication Methods overview for the available options.

Tableau Favorites Sync Is Overwriting Curator Favorites

When a Tableau Connection is configured, favorites synchronize in both directions between Curator and Tableau Server/Cloud. If a Dashboard is favorited in Curator but is later un-favorited directly in Tableau Server/Cloud (or vice versa), the next sync will reconcile the two systems and the user may perceive their Curator favorite as having been lost. To resolve this, confirm the user’s favorites in Tableau Server/Cloud match what they expect to see in Curator. If the favorites should only be managed inside Curator, remove the Tableau Connection or have the user manage their favorites exclusively from one side.

SSO Username Attribute Mismatch Creates Duplicate User Records

Favorites are stored against a single frontend user record. When SSO is configured with an inconsistent username attribute — for example, an attribute that sometimes returns the email address and sometimes returns the user principal name — each variation creates a separate frontend user record. The favorites saved against one record will not appear when the user is logged in under the other record, giving the impression that favorites are not persisting. To resolve this, verify in the Identity Provider that the attribute mapped to the Curator username claim returns the same value for the same user on every sign-in. Then, in the Curator backend under Users, look for duplicate frontend user records for the affected user and remove the extra records so that only one persistent record remains.