Allow Dashboard Template assignment for regular Users, not only Portal Users

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  • partomas
    Active Community Member
    • Sep 2018
    • 367

    #1

    Allow Dashboard Template assignment for regular Users, not only Portal Users

    I would like to request an improvement regarding Dashboard Templates.

    Currently, it seems that Dashboard Template can be assigned to Portal Users, but not to regular Users. This limitation makes UI administration less efficient, especially when administrators want to standardize dashboards for internal users as well as portal users.

    Please consider allowing Dashboard Templates to be assigned to regular Users too, not only Portal Users.

    It would also be very useful to have an option to save the current dashboard configuration as a template, so administrators could quickly reuse and apply it to other users.

    This would make dashboard administration much easier and help maintain a consistent user interface across different user types.

    Thank you.
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  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9777

    #2
    Note that dashboards are already configured per portal. Under the User Interface tab of the portal record.

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