dynamic view in dashboard based on user role

Hos
Hos
edited 01/29/25 in Add Ons and Integrations

How can I make a dynamic view in dashboard that would restrict information based on the role of the user.

Also I read a response to another question on how to create multiple dashboards and show only one of the five based on the role of the user, but they didn't describe how!

Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 01/28/25

    @Hos,

    Unfortunately you cannot set what a user can see on a single dashboard based off role.

    You can use the premium app called Dynamic View, create multiple dashboards, and assign the permissions to each dashboard within the Dynamic View app.

    You'll need to understand how Dynamic View works to accomplish this. It would be an awful lot to explain here.

    All the best,
    Ray