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Dashboard Reports By Role Restriction

  • 1.  Dashboard Reports By Role Restriction

    Posted 03-20-2020 14:28
    I have a unique situation where our company processes work for multiple healthcare providers.  One of the roles I have is the "Client" Role which has access to the "Client Dashboard" that shows only their client workload.  The issue I have is we now have a "Client" that has multiple clients that they do work for that we are assisting them with (Alternate Provider Names).  They have asked that I create a dashboard that outlines each of their client's workload.  How can I accomplish this without doing the following:

    • Creating a new role
    • Creating a new dashboard for each of those clients (Alternate Provider Names).
    • Having to change custom settings that are detecting 'Current User Is'...

    Company Name: XYZ Home Medical
    Alternate Provider Names: ABC Home Medical; HIJ Home Medical; LMN Home Medical
    Use Case: XYZ would like to see a dashboard of information for each of those Alternate Providers

    Danaya Bryant
    Business Analyst
    The van Halem Group
    Atlanta GA

  • 2.  RE: Dashboard Reports By Role Restriction

    Posted 03-20-2020 20:16

    How do you  have your Users tied to the business objects in the application?   Here is an example of one way to let the User view records from a relationship where the permissions are derived from multiple parent records.


    On the dashboard for the User, you would display a Case report the Related Client = Provider Related Client.
    I am sure this does perfectly reflect your architecture.  Hopefully it can help guide how you put together your structure.

    Don Larson
    Westlake OH