Dashboard for logged in user

[Navneet Kaur3]

Hi everyone,

I have a requirement where in I have to create a Dashboard which has a different view for different logged in users with different roles(basically a role based persona view). For example, I have a dashboard where in I have widgets for showing(My Business apps, My services, My support groups). Now if a logged in user has role Responsible Manager, the dashboard should only widgets My Business apps and My support groups, any other user that has role service offering manager should only see My services and so on for other users with other roles. 

Also, wanted to add that these widgets have reports which are also dynamic based on the logged in user. For example a responsible manager will only see business apps where he is the responsible manager.

Could anyone help me out on this?

[Community Alums]

I believe it would be much simpler to make 1 dashboard per role/persona. The end result would be the same, but the complexity would be much lower.

[Navneet Kaur3]

Thanks for your reply!
That is correct it would be much simpler, but is it possible to do it with creating just a single dashboard and then based on roles changing the widgets present on the dashboard for different users?

[Slava Savitsky]

You can probably manage this with just one dashboard.

To display only records related to the currently logged in user, you need to use dynamic filter options. Several are available in the base system, but you can also configure custom one if needed. With dynamic filter options, you can apply conditions similar to these:

Service Owner – is (dynamic) – Me

Support Group – is (dynamic) – One of My Groups

To define who can view which report, you can use report sharing settings. Also, security rules (ACLs) for the table the report is based on are applied when users view a dashboard, so they will not be able to see records for which they don't have read access.

[Navneet Kaur3]

Thanks for your reply. But with this can we change the reports that appear for each view. For ex- a user with Role A will see only three reports dynamic to him and a user with Role B will only see 2 reports dynamic to him. And the dashboard contains around 4-5 reports. Also, is it possible to achieve this with UI builder?