Dashboards

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New Contributor

Dashboards

Can we create any welcome note for end users ?
7 REPLIES 7
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Master Anaplanner/Community Boss

Re: Dashboards

@seshireddy 

 

Yes, you can do that on dashboards. What exactly are you intending to do? Kindly elaborate more and will surely try and help

 

Thanks,

Misbah

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New Contributor

Re: Dashboards

For example my end user name is Rohan.
When he login into Anaplan, he will directly go to his landing dashboard. There we have to get some welcome note like 'welcome Rohan'. How do we do this.
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Frequent Contributor

Re: Dashboards

Hi @seshireddy ,

 

Yeah, you can do that and you can also set default Landing Dashboard for the User based on Role Access.

 

Thanks,

Naushad

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New Contributor

Re: Dashboards

How can we do that ?
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Frequent Contributor

Re: Dashboards

Hi @seshireddy ,

 

As you can see below screenshot. You can create a role as per your requirement and select the dashboard that you want to show to the User as Default when They will login to the anaplan.

 

naushad786_0-1582705763020.png

 

 

Hope, It will help you.

 

Thanks,

Naushad

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Master Anaplanner/Community Boss

Re: Dashboards

@seshireddy  Landing Dashboards are not user specific, they are role based and you can't have "Welcome User's Name" written on the dashboard because that dashboard will be used by the number of users under that particular role.

 

Hence it is better that you just create a landing dashboard as explained by @naushad786  for the Role that "Rohan" is part of and you can write whatever you wish to write on the dashboard to make it fancy for the end user.

 

Hope that helps

Misbah

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Occasional Contributor

Re: Dashboards

The new HOME option is really intuitive and has a welcome messgae  on the left.