by synolia

Create standardized dashboards for your users. No more having confused users missing out on what they could be doing with Sugar. This add-on gives Sugar administrators the ability to easily and quickly deploy dashboard templates to one or multiple users.

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#2401 - Ability to Deploy by User Role?

Closed General Question created by brianbosch 6 years ago

Does Dashboard Deployer allow for deployment based on User Role? (Eg. Sales Rep role vs Marketing role). If so, how do I go about configuring to this?

Thank you,

  1. synolia member avatar

    synolia Provider Affiliate

    6 years ago

    Hello,

    A filter option is available allowing you to filter users by their role on the drawer. For this option to function properly your scheduler tasks must be active.

    Best regards

  2. brianbosch member avatar

    brianbosch

    6 years ago

    Hello,

    Thanks for the response. If a particular filter is not currently in my "create filter" search options, how can I add additional fields using Studio?

    Thanks,

  3. synolia member avatar

    synolia Provider Affiliate

    6 years ago

    Hello,

    If you want to add fields on the user filters you can do that only by code customization because User module is on BWC mode unfortunately.

    Best regards,

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