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Set Up Customized KPIs for Users with Dashboard by Role in AssetSonar

Set Up Customized KPIs for Users with Dashboard by Role in AssetSonar

AssetSonar’s new role-based dashboards allow admins to easily set up customized dashboards for different users as per their roles. For example, if you are an Admin, you can create dashboards for agents, staff users, help desk representatives etc. and these customized dashboards can cater the unique needs of every role. From the widgets available in AssetSonar’s default dashboard, you can pick and choose the KPIs that are most relevant to each role and you can also design the dashboard yourself. You can also restrict access to the actions that can be taken on the customized dashboard so you can have greater control over user management and keep a close eye on important KPIs for each role.

These customized dashboards are a perfect fit for companies that have multiple complex roles with different responsibilities and goals. Users who have been assigned these dashboards can sign in to AssetSonar and would be able to view and work on their predefined, customized dashboard.

Let’s dig deeper to see how these customizable dashboards by role work:

To create new dashboards, first make sure that you have enabled Custom Roles from your Settings. From the Navigation menu, select Dashboard → My Dashboard → Create new Dashboard.

Enabled Custom Roles

A new dialog box will pop up from where you can choose the role you want to design the Custom Dashboard for. The overlay will look like this:

Assign Role - new dialog box

Once you have chosen the role, you will then be redirected to an empty dashboard. Another overlay will appear for you to choose the widgets from.

Empty dashboard

The KPIs you select for that particular role will appear on the dashboard as shown below:

particular role

You also get the option to edit the KPIs as per the role requirements.

edit the KPI's

If you want to assign the same dashboard to another user who holds a similar role, you can close the existing dashboard.

Being an admin allows you to switch between different dashboards you have designed for different roles.

If you are assigning a dashboard to a role, it would primarily look like this:

assigning a dashboard to a role

While assigning the role, you also get the option to allow the user to edit the dashboard.

If you have granted the editing rights to the assigned user, they will be able to edit the dashboard. Here is how such a dashboard looks like:

Note: The widgets an assigned user can edit will only be visible according to the role permissions set in your account.

Assign Dashboard with Custom Roles

Another way to assign a dashboard is to do so while creating a custom role. Go to Roles → Add Role → Advanced Permissions → Customize → Custom Dashboard. A ‘Custom Dashboard’ option will appear at the bottom of the page:

Assign Dashboard with Custom Roles

Clicking on ‘Create a New Dashboard’ will prompt the following overlay:

Click on ‘Save Custom Role and Create Dashboard’ to proceed and you will be redirected to the new dashboard from where you can choose the widgets as discussed earlier.

Read more: Get Instant Access To Key Business Intelligence: Add Graphs And Tables To Dashboard

About AssetSonar

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