Available Dashboards based on profile
CS Reports & Dashboards
It would be nice to filter the available dashboards based on a user profile or user role. For example, we have dashboards that are only specific to a CSM, a Director, and an Exec based on filters. The CSM only sees the reports that are specific to their portfolio while an Exec looking at this dashboard sees nothing. It would be great that when the exec logs in, they don't have the option to select this dashboard but only the dashboards that are relevant to them. This would reduce what looks like useless noise to one user but is a beneficial view to another.
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Thanks for the feedback. We are in the process of ideating dashboard permissions through which you can restrict the dashboards that a user can view. Stay tuned for further updates on this.
Thanks!
Thanks!
Thanks!
Thanks!
For the permissions model, you are saying there is no way to do that for a particular role or apply the permissions based on role? Having to set it individually for every single user seems like a lot of work and overhead; but maybe I'm misunderstanding.