Role-based dashboards




Pantegral is a customizable web portal / workflow system offering fine-grained control over what information can be accessed on a user-by-user basis.From that, we can infer or propose how role-based dashboards may be (or should be) integrated:

  • Personalized Information Display: Pantegral supports creating dashboards that display data aggregated from across multiple portals and allows customizing views per user or role.


    Access control / user-by-user visibility: Because Pantegral already supports restricting which users can see which information, dashboards must obey those restrictions: a user shouldn’t see charts or data outside their permission scope.


    Role-based layout: In a portal built via Pantegral, the administrator can define which dashboard modules (charts, tables, metrics) appear for “client,” “expert,” “manager,” or other roles.


    Scoped data: Dashboard queries would need to automatically filter data (records, tasks, forms, files) based on role (e.g. only see one’s own tasks, or only projects one is involved with).


    Drill / interactions conditional: Some users may have permission to dig deeper into data (export, filter, cross-portal views), others may only see summaries.


  • Thus, role-based dashboards in Pantegral would be dashboards that adapt their content and interactivity according to the user’s access rights and role, in concert with Pantegral’s existing permission and reporting infrastructure.