User Dashboard configuration

The User Dashboard Configuration page allows administrators to fully manage the User Dashboard experience for end users. Instead of being limited to a predefined view, admins can create personalized dashboard tabs that display specific workspaces depending on the user's role, audience, or needs. This configuration gives greater control and flexibility over what each user sees when accessing Powell Governance.

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Managing custom views

Administrators can now create and manage four types of views:

  • Favorites: Displays workspaces that end users can mark as favorites.

  • Workspaces: A list of teams or SharePoint sites the user is a member/owner of.

  • Recommended: A dedicated view for workspaces recommended by administrators.

  • Custom Views: Fully configurable views where admins select the workspaces to show, set an icon and target specific user profiles.

When creating or editing a view, the following fields can be configured:

  • Name: The internal name used in the admin interface.

  • Display name: The name that will appear to end users on the dashboard.

  • Icon: Choose from a list of icons to represent the view visually.

  • Audiences: Define which user profiles should see this view.

  • Status: Toggle the view as enabled or disabled.

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The configuration process follows the same logic as Powell Governance’s custom report builder, making it intuitive and consistent with the rest of the platform. Views created for the user dashboard are not shown in reporting pages
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When creating a view, admins can select the workspaces to display in the report builder, and those views can be edited, disabled, or removed at any time.

 

What End Users Will See

End users will see their assigned views directly on the User Dashboard

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The card view layout remains consistent, always showing essential fields like the image, title, description, and ownership information. 

 

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