by Jackal Software

Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.

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#1928 - Just push a Tab

In Progress General Question created by rickdolishny Verified Purchase 5 months ago

Can I just push one tab to a role?

I'm reading your doc and I'm not sure if your solution replaces entire dashboards. I want to preserve everyone's dashboards, just add a new tab to a role 'sales rep'. Thank you.

  1. shad member avatar

    Jackal Software Provider Affiliate

    5 months ago

    Hello,

    Thank you for your interest. You are correct right now what you are trying to do is not possible currently. I am finishing an update the Sugar version to do just this and plan on implementing the same functionality for the SuiteCRM version. The way the data is stored makes this a bit more difficult in SuiteCRM but I have reviewed and do not expect any blockers.

    Would you like me to update you when this is ready?

  2. rickdolishny member avatar

    rickdolishny Verified Purchase

    5 months ago

    Yes please! We tried another dashboard manager that promised tabs but it was unwieldy and corrupted 80+ dashboards for our reps. I'm not thrilled with that solution right now!

  3. rickdolishny member avatar

    rickdolishny Verified Purchase

    2 months ago

    Hello! Have you made progress on updating your plugin since we last spoke.
    We'd love to create a tab and push it to users/roles/or security groups.
    Thoughts?

  4. shad member avatar

    Jackal Software Provider Affiliate

    2 months ago

    Hello and thank you for the follow up.

    I apologize for falling short on the notifications. I did release an update to the add-on that should do exactly what you are looking for. There is another deployer template module for selecting individual dashboards to append to other user dashboards. Due to the method dashboards are stored within SuiteCRM the tabs are listed in numeric order with the name of the dashboard.

    One issue that can arise is if dashboards are moved by the end user we may not be able to sync that later because we try to update the same dashboard if it is deployed to the same user twice.

    I hope you try out the product in the free trial. If you do please reach out with any questions or issues you come across.

    • rickdolishny member avatar

      rickdolishny Verified Purchase

      2 months ago

      This is great news. We'll investigate your trial on our dev site in the next day or so.

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