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Gwen
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To have multiple dashboard in single homepage based on role
Question
OutSystems 11

Hi all,

I'm seeking for design idea or solution to have two different dashboard for different users and roles.
User A with role A can only view dashboard A.
User B with role B can only view dashboard B.
User C with role A and B to view dashboard A and B.

I was thinking to use accordion to put dashboard A while dashboard B remain on screen.
Are there any other solution for this?

Thank you.

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28 Apr 2020
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2021-08-12 11-00-27
Nordin Ahdi
 
MVP
Solution

Hi Gwen,

I would suggest a similar approach as Carlos, but instead of a blank page I would create a landing page that would function as a portal. In the Preparation of this Portal page I would create a redirect mechanism based on the roles so that User A and User B could be instantly redirected to either Dashboard A or Dashboard B screen (without viewing the Portal page).

But for User C (who has both roles A and B), we will show two links to Dashboard A and Dashboard B on the Portal page (you could use two Card widgets wrapped around by a Link widget for example). In the Preparation of the Portal page we will need to check if a user has both roles A en B and continue the flow if this is the case. This way only User C will get to view the Portal page and select to which Dashboard to navigate.

Hope this helps.

Regards,

Nordin

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28 Apr 2020
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Gwen

Nordin Ahdi wrote:

Hi Gwen,

I would suggest a similar approach as Carlos, but instead of a blank page I would create a landing page that would function as a portal. In the Preparation of this Portal page I would create a redirect mechanism based on the roles so that User A and User B could be instantly redirected to either Dashboard A or Dashboard B screen (without viewing the Portal page).

But for User C (who has both roles A and B), we will show two links to Dashboard A and Dashboard B on the Portal page (you could use two Card widgets wrapped around by a Link widget for example). In the Preparation of the Portal page we will need to check if a user has both roles A en B and continue the flow if this is the case. This way only User C will get to view the Portal page and select to which Dashboard to navigate.

Hope this helps.

Regards,

Nordin

Hi Nordin,

Thank you for your suggestion! It helps a lot!



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29 Apr 2020
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2020-09-21 08-42-47
Vincent Koning

I use Cards for grouping these things (assuming they are small). And then with a simple If statement to toggle them on or off. But it all depend on the size of the dashboard components and the need of the customer.

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28 Apr 2020
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2026-01-19 17-09-56
Carlos Lessa
 
MVP

Gwen wrote:

Hi all,

I'm seeking for design idea or solution to have two different dashboard for different users and roles.
User A with role A can only view dashboard A.
User B with role B can only view dashboard B.
User C with role A and B to view dashboard A and B.

I was thinking to use accordion to put dashboard A while dashboard B remain on screen.
Are there any other solution for this?

Thank you.

I would suggest creating a blank page with Preparation and inside the preparation a switch verifying the roles and redirect to the proper Dashboard Screen


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28 Apr 2020
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2021-09-10 14-03-53
Salman Ansari

Gwen wrote:

Hi all,

I'm seeking for design idea or solution to have two different dashboard for different users and roles.
User A with role A can only view dashboard A.
User B with role B can only view dashboard B.
User C with role A and B to view dashboard A and B.

I was thinking to use accordion to put dashboard A while dashboard B remain on screen.
Are there any other solution for this?

Thank you.

Hi Gwen,


Please check below will help to make your dashboard.

https://uxplanet.org/10-rules-for-better-dashboard-design-ef68189d734c


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28 Apr 2020
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2021-08-12 11-00-27
Nordin Ahdi
 
MVP
Solution

Hi Gwen,

I would suggest a similar approach as Carlos, but instead of a blank page I would create a landing page that would function as a portal. In the Preparation of this Portal page I would create a redirect mechanism based on the roles so that User A and User B could be instantly redirected to either Dashboard A or Dashboard B screen (without viewing the Portal page).

But for User C (who has both roles A and B), we will show two links to Dashboard A and Dashboard B on the Portal page (you could use two Card widgets wrapped around by a Link widget for example). In the Preparation of the Portal page we will need to check if a user has both roles A en B and continue the flow if this is the case. This way only User C will get to view the Portal page and select to which Dashboard to navigate.

Hope this helps.

Regards,

Nordin

2
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28 Apr 2020
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UserImage.jpg
Gwen

Nordin Ahdi wrote:

Hi Gwen,

I would suggest a similar approach as Carlos, but instead of a blank page I would create a landing page that would function as a portal. In the Preparation of this Portal page I would create a redirect mechanism based on the roles so that User A and User B could be instantly redirected to either Dashboard A or Dashboard B screen (without viewing the Portal page).

But for User C (who has both roles A and B), we will show two links to Dashboard A and Dashboard B on the Portal page (you could use two Card widgets wrapped around by a Link widget for example). In the Preparation of the Portal page we will need to check if a user has both roles A en B and continue the flow if this is the case. This way only User C will get to view the Portal page and select to which Dashboard to navigate.

Hope this helps.

Regards,

Nordin

Hi Nordin,

Thank you for your suggestion! It helps a lot!



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29 Apr 2020
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2021-08-12 11-00-27
Nordin Ahdi
 
MVP

Hi Gwen,

Glad I could help :). Please mark the answer that helped you most as solution.

Regards,

Nordin

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29 Apr 2020
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