The world of Role-Based Dashboards is where customization meets functionality. Designed with you in mind, this feature empowers you, as an admin, to tailor a user’s dashboard experience according to their specific roles. Whether you're a manager tracking recognition and login data or focused on redemption account info, Role-Based Dashboards has you covered.
Purpose and Value
Role-Based Dashboards were created to address the diverse needs of all role types. We understand that different roles within your organization require distinct sets of metrics to effectively carry out their responsibilities. This feature allows you to customize the dashboard options, providing a personalized view for each role. Different roles can now access information relevant to their duties, enhancing their ability to make impactful decisions. Whether you're a team manager, finance admin, or hold another role within the platform, this feature ensures that your dashboard is optimized for your requirements.
As the current version of Role-Based Dashboards stands, editable widgets or templates are not supported. What the role or manager sees is only what is available to them.
Viewing Dashboards
Eligible roles can click the “Admin” button at the bottom of the left menu on the homepage to start. Admins first see the adoption dashboard with organization-wide metrics. Access your dashboards by clicking “Dashboards”; you’ll only see those assigned to you. Click the star icon next to a dashboard to set it as your default on the Dashboard tab.
Dashboard Settings
View and edit Dashboard Settings through the following path:
- Select the “Admin” button at the bottom of the left navigation menu
- Select the Settings tab next to the "Dashboards" tab under Insights > Dashboards.
This view shows all dashboards across your organization. Click either "Admin Dashboards" or "Manager Dashboards" to view all active dashboards in that category and all roles eligible to view them.
Adoption Dashboard
This view gives "Super Admin", and any other role with granted access, into recognition metrics for the entire organization. Currently, the 'Adoption' dashboard name and default time frame cannot be edited. To manage access, click the three-dot menu next to the 'Admin' dashboard in the Admin Dashboards tab.
Important: Use caution when adding roles other than super admins. All admins with access to the Admin dashboard will be able to view recognition data across the entire organization.
Learn more about the admin dashboard in the Adoption Dashboard support article.
Manager Dashboards
Dashboards under this tab give managers visibility into login, recognition, redemption metrics, and more for their direct reports.
To add a dashboard:
- Click Add Manager Dashboard
- Click Learn More for information about each available template
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Select Add on your chosen dashboard template
- Enter a title for the dashboard
- Set a default time frame
- Select the roles that need access
- Click Save
To modify role access, preview a dashboard, or delete it, click the three-dot menu next to any dashboard.
Dashboard Templates
Listed below are all the available dashboard templates. Reference their corresponding support articles for more information.
If you have any questions, please contact Awardco Admin Support.