How to add a personalized dashboard

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  • BigBoss
    Member
    • Nov 2023
    • 86

    How to add a personalized dashboard

    Hello, how can I add a custom dashboard for portal users? For instance, I have five users, and I want to assign them to a manager (internal user). On the homepage, I would like a dashboard tile to display the phone number, email, and avatar of each user.
  • abidoss
    Senior Member
    • Mar 2023
    • 230

    #2
    Create a custom entity, for example, "Manager." Assign this entity to portal users with a read-only role. Then, add the "Manager" entity to the dashboard with the desired parameters. For instance, establish a one-to-one relationship between "Manager" and "Users," and afterward, retrieve the name, email, and phone.

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