Link User to Dashboard
Link users to specific dashboards appropriate to their profile.
Here you link custom dashboards for each user, ensuring that each person sees the indicators appropriate to their profile without having to search for or create their own views.
How to Access
Access: Support / Digital Support / My Dashboards / Link Dashboard, as shown in the Figure 1:
Figure 1: Link Dashboard to Users.
How to Link a Dashboard
Step 1: Select the User
In the Usersfield, click and select the user who will be linked to the dashboard. See in Figure 2:
Figure 2: List of Available Users.
Type the name to filter the list
Select the desired user
You can link dashboards to any user in the system
Step 2: Activate the Dashboards
After selecting the user, the dashboards available for linking will appear.
Figure 3: Dashboards Available to Link.
Locate the desired dashboard in the list
Click the button to the right of the dashboard
The button will be purple when activated, and gray when deactivated
You can link multiple dashboards to the same user
Tip: the Dashboard button acts as a general option — when enabled, all other dashboards are activated automatically.
Step 4: Save Link
Don't forget to click Link at the end, or it will not be saved. See in Figure 4:
Figure 4: Save Link.
After activating the desired dashboards:
Click the Link button at the bottom
The dashboards will be associated with the user
How It Works in Practice
Administrator View
Workflow:
Create custom dashboards on the Dashboards
Page access Link Dashboard
Select user
Enable the appropriate dashboards for that user
Save the link
User View
When a user has linked dashboards:
Automatic access:
The dashboards appear automatically in My Dashboards
No need to create or configure anything
Can access the views directly
Benefits:
Interface already configured upon login
Relevant metrics always available
Relation to Other Pages
Dashboards (Creation)
Page: Support / Digital Support / My Dashboards / Dashboards
Relation: Here you create the custom dashboards that will later be linked to users.
Page: Support / Digital Support / My Dashboards
Relation: This is where users view the dashboards that have been linked to them.
Dashboards (System Default)
Related pages:
Relation: These are the complete dashboards with all charts. Linking allows assigning simplified or customized versions.
Linking Strategies
1. By Job / Role
Recommended when the user's responsibilities define which information they need to view.
Usage examples:
Supervisors: real-time metrics, SLA, team performance.
Quality Analysts: ratings, sentiments, satisfaction indicators.
Managers: strategic indicators, overall volume, monthly evolution.
Coordinators: daily operation, distribution by channel or queue.
2. By Department
Useful when each area of activity has its own objectives and metrics.
Examples:
Commercial: opportunity volume, conversion rate, response time.
Support / Customer Service: average handling time, resolution rate, waiting queue.
Quality: customer satisfaction, ratings, feedback and sentiment analysis.
3. By Access Level / Hierarchy
Ideal for organizing the view according to the user's autonomy and decision-making.
Operational (Agents)
Simplified dashboards
Individual performance
Tactical (Supervisors / Coordinators)
Team dashboards
Day-to-day management
Strategic (Managers / Directors)
Executive dashboards
Macro indicators and results
Use Cases
Linking dashboards is especially useful for:
Facilitating the onboarding of new users — the user already logs in with ready views, reducing doubts and the need for support.
Centralized management and mass updates — an administrator defines what each profile sees and any change is reflected in all automatically.
Visual access control and interface simplification — limits unnecessary dashboards, leaving only what is relevant for each profile.
Distinct work contexts — it is possible to link multiple dashboards to the same user for different routines (daily, weekly, by project or client).
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