Overview
User views in Powell Governance allow administrators to create customizable views for end-users, helping them quickly access and navigate their workspaces. These views can be tailored to display specific types of workspaces (Teams or SharePoint sites) and can be configured to meet the unique needs of different user groups.
Accessing user views
- Navigate to the Admin Center: Log in to the Powell Governance admin platform.
- Go to Administration: In the left-hand menu, select Administration.
- Open User views: Click on User views to access the list of existing views.
Managing user views
Creating a new user view
Click the Create a View button located at the top-right corner of the User Views page.
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Configure the following settings:
- Name: Internal name for the view (not visible to end-users).
- Display Name: Name displayed to end-users (supports translations).
- Icon: Select an icon to represent the view.
- Workspaces: Define which workspaces are included in the view. You can filter workspaces based on properties, similar to the custom report builder. Note that a view can only display either Teams or SharePoint sites, not both.
- Audience: Limit the visibility of the view to specific user groups.
- Status: Set the view as Active or Inactive.
Click Save to create the view.
Editing an existing User view
- Locate the view you want to edit in the list of User Views.
- Click the Edit (pencil) icon next to the view.
- Modify the desired settings (Name, Display Name, Icon, Workspaces, Audience, or Status).
- Click Save to apply your changes.
Deleting a User view
- Locate the view you want to delete in the list of User Views.
- Click the Delete (trash can) icon next to the view.
- Confirm the deletion in the dialog box.
Generic User views
Powell Governance includes three default user views that cannot be deleted but can be edited or deactivated:
- Workspaces: Displays all workspaces (Teams and SharePoint sites) where the user is a member or owner. For this view, you can choose to display only Teams or only SharePoint sites. For this specific view, there is no possibility to choose workspaces to be displayed as the view automatically show all of the end-user workspaces (owner or member).
- Recommended: Allows administrators to select specific workspaces to recommend to users even if the user is not part of them. Use this view to promote essential workspaces—such as company-wide teams or critical SharePoint sites—to ensure all employees can easily access and engage with important resources.
- Favorites: Displays workspaces marked as favorites by the user.
Displaying User views on the User dashboard
User views are displayed at the top of the user dashboard. Users can navigate between different views by clicking on the respective tabs. There is no limit to the number of views that can be created or displayed.
Best Practices
- Naming conventions: Use clear and descriptive names for both internal and display names to ensure users can easily identify the purpose of each view.
- Icons: Choose icons that visually represent the content or purpose of the view.
- Audience targeting: Use audience settings to ensure users only see relevant views, reducing clutter and improving usability.
- Status management: Deactivate views that are no longer needed instead of deleting them, in case they are required again in the future.
Troubleshooting
- Views not appearing: Ensure the view is set to Active and that the user is part of the specified audience.
- Incorrect workspaces displayed: Double-check the workspace selection criteria in the view configuration.