Hi all,
We are using Homepages to create dashboards for users with our Sage X3 solution.
I've been asked to find a way to filter the existing dashboard data by 2 different axes: by Site and by service.
- we have 3 physical sites with multiple sites (CITY A: CITYA01 & CITYA02 / CITY B: CITYB01 & CITYB02 / CITY C: CITYC01 & CITYC02).
- we have different services: manufacturing, sales, etc.
We would like to create dashboards using our current dashboard data for CITY A, CITY B and CITY C, allowing only employees of the related cities to view the dashboards. And another view with employees from Manufacturing, etc.
From what I understand: Functions profiles are linked to Users and Roles define access for Homepages. We have some Profiles functions defined with their city names.
I am wondering what the best way would be to define / filter users for this matter.
What is the difference in-between Groups and Roles?
At what level should I define the City belonging?
What if we want to filter by City and service?
Thank you