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A way to view 'My Customers' on Dashboard view?

Sep 13, 2017 at 02:45 PM

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Hello

I have configured my C4C instance so that a Business user will log in with a Business Role that shows only the Analytics tab.

I have built the reports and dashboard and when the user logs in they see the dashboard containing info of all companies that have been included in the reports.

I have also assigned some of the same Business users to the Account Team of these Companies e.g.

What I would like to do is configure the system in such a way that when this TestUser L2 SAP logs in, they only see the dashboard information of the companies that they have been assigned as members of their account team. This would return a limited value of results - only the companies that the user focuses on.

What I would like is similar to how a business user with the role that shows the Service tab sees a pre-built filter called 'My Tickets' showing all the tickets they have been assigned.

Would this be possible and how would I go about configuring this?

If I can clarify anything any further, please let me know and I will explain / provide screenshots.

Thank you for your time

Les

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1 Answer

Leslie Finan
Oct 09, 2017 at 02:09 PM
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Hi, Can anyone please provide any info for this query?

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