Allow users to create multiple dashboards using editable dashboards and user groups

Here’s a step-by-step guide on how to enable end users to create multiple dashboards using editable dashboards and the customer group concept:

1. Set Up the Dashboard Hierarchy

• Create a hierarchy labeled as “Dashboard” to serve as the foundation for organizing dashboards.

2. Create an Editable Dashboard Template

• Design a dashboard with an editable section.

• Populate the editable section with the components you want end users to access when customizing their dashboards.

3. Build an Interface for Dashboard Creation

• Develop an interface in your application that allows users to:

  • Create new dashboards.

  • Manage navigation across multiple dashboards.

4. Implement Dashboard Creation Logic

• When a user creates a new dashboard:

  1. Call the Create User Group API to create a new user group. This user group represents the new dashboard under the “Dashboard” hierarchy and you’ll need to use a provided ID that’s specific to that new dashboard.

  2. Set the parent user group to the customer who should have access to this dashboard.

5. Save and Manage the New Dashboard

• Save the new user group provided ID in your database, and use that as the provided ID when your end user wants to load that dashboard when generating the JWT

• Ensure proper navigation and access controls so that the relevant users can access the new dashboard and its associated user group.

By following these steps, you can provide your end users with the ability to create and manage multiple dashboards while maintaining structured navigation and access.