Role-Based Dashboard Customization

Available from: v1.0.67

The Role-Based Dashboard Customization feature lets every user tailor their dashboard experience to match their role and personal workflow preferences. Administrators can manage and standardize these configurations across the organization from a single management interface.

Overview

Dashboards in the platform are now fully configurable at the user, role, and organizational level. Instead of a one-size-fits-all view, each user sees widgets and data that are relevant to their responsibilities — while administrators retain oversight and control.

Key Capabilities

Role-Based Layouts

Each role (e.g. HR Manager, Finance Analyst, Department Head) can have a distinct default dashboard layout. When a user logs in, their dashboard is pre-configured with the widgets and data views most relevant to their role.

Layouts are assigned per role by administrators.
Users can further personalize their layout within bounds set by their administrator.
Role assignments are inherited from the platform's existing access control system.

Widget Customization

Users can configure the widgets displayed on their dashboard:

Add widgets — Browse the widget library and pin widgets to the dashboard.
Remove widgets — Remove widgets that aren't relevant to day-to-day work.
Resize and reorder — Drag and drop widgets into any arrangement; resize them to prioritize key information.

Available widget types include metrics summaries, report snapshots, task lists, approval queues, and data charts, depending on the modules enabled for your organization.

Custom Data Views

Data views within widgets can be customized per role or individual user:

Filter data shown in a widget (e.g. show only a specific department's headcount).
Choose the date range or aggregation level for chart widgets.
Save custom view configurations so they persist across sessions.

Template Sharing

Dashboard layouts can be saved as templates and shared with others:

Configure your dashboard to the desired layout.
Click Save as Template and give it a name.
Share the template with individual users, a role group, or make it available organization-wide.

Shared templates can be applied by any user with access to them. Applying a template replaces the current layout but does not delete personally saved configurations.

Administrative Dashboard Management

Administrators have access to a dedicated Dashboard Management panel under the admin settings:

View all templates — See every template created within the organization.
Set role defaults — Assign a default template to any role; new users in that role will start with this layout.
Enforce layouts — Optionally lock a layout for a role, preventing users from modifying it.
Audit configurations — Review which users have customized their dashboards and what templates are in active use.

Getting Started

For End Users

Navigate to your Dashboard.
Click the Customize button (pencil icon, top-right of the dashboard).
Use the widget panel to add, remove, or rearrange widgets.
Adjust data view settings within individual widgets using the widget menu (⋮).
Click Save to persist your changes, or Save as Template to make your layout reusable.

For Administrators

Go to Settings → Dashboard Management.
Select a role from the role list to configure its default dashboard.
Choose an existing template or build a new layout from scratch.
Optionally enable Enforce Layout to prevent users in that role from making personal changes.
Click Apply to roll out the configuration.

Permissions Summary

Action	End User	Administrator
Customize personal dashboard	✅	✅
Save and share templates	✅	✅
Apply a shared template	✅	✅
Set role-default templates	❌	✅
Enforce/lock role layouts	❌	✅
View all org templates	❌	✅

Notes

Enforced layouts cannot be modified by users until the lock is removed by an administrator.
Deleting a template does not affect users who have already applied it — their saved layout remains intact.
Widget availability depends on which platform modules (HR, Finance, Operations) are active for your organization.