Powell Governance allows administrators to fully customize the way users access and navigate their workspaces through Custom Views on the User Dashboard. This feature replaces the previous “Recommended Workspaces” page with a more flexible and powerful configuration system.

Administrators can now manage all user-facing workspace displays — including Recommended, Favorites, and Workspaces — in one centralized location.

Getting Started with Custom Views

From this page, administrators can create and manage several types of views that appear on the User Dashboard:

• Workspaces: A selection of workspaces visible to a defined audience

• Favorites: A curated list of important workspaces to be shown first

• Recommended: Workspaces that are promoted based on organizational needs

• Custom Views: Fully personalized views tailored to specific scenarios or audiences

Each view type allows for precise control over visibility, structure, and targeting.

Creating a new custom view follows a similar approach to building a custom report in Powell Governance. From the User Dashboard Configuration page, click on "Create a view" to begin the process.

You’ll start by entering basic details:

• Name: The internal title for the view (used in settings)

• Display Name: The label shown to users (can be translated)

• Icon: Choose a default icon or upload your own

• Order: Set the order in which the view appears on the dashboard

• Audience: Select the user group(s) who will see the view

Then, just like in the custom report builder, you'll choose the workspaces to include in the view by using filters and search options such as tags, governance rules, sensitivity labels, or templates. This helps ensure the view is dynamic and always up to date.

What End Users Will See

End users will access these views directly from their User Dashboard. Each view appears as a dedicated tab or section, depending on configuration.

In the card layout, users will always see consistent fields such as:

• Workspace image

• Title and description

• Type (Team or SharePoint site)

• Number of members

• Governance status

• Owner details (if applicable)

This ensures a uniform, user-friendly experience across all views.

The table layout offers more flexibility. Admins can choose which columns to display in each view, depending on the audience’s needs.