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Dashboard Views & Roles

The Hyvä Admin Dashboard supports multiple named dashboards per admin user. A "view" is a saved layout, a collection of widgets at specific positions and sizes, that an admin can switch to at any time. Views can be kept private to the admin who created them, or assigned to one or more admin roles so every user in those roles sees the same curated layout.

This is handy when, for example, the marketing team wants a dashboard centered on search and promotional widgets while operations staff want a dashboard focused on order volume and abandoned carts. Each team gets the layout that fits their day-to-day work, and individual admins can still keep personal experiments alongside the shared views their role provides.

Migrating from earlier versions

When you upgrade from an earlier release, every existing widget you had on your dashboard is automatically moved into a personal "My Dashboard" view. Nothing is lost - your dashboard simply gains a view-switcher control above the existing widgets.

Creating Views

Open the view switcher at the top of the dashboard and choose Create View. You are prompted for a view name and, once saved, the new view starts empty and is selectable from the switcher.

To capture the dashboard you are currently looking at as a view, use the Duplicate action from the view-switcher menu. This copies every widget on the active view (positions, sizes, and configuration) into a new view that you can then rename and edit.

Switching Views

The view switcher lists every view available to you: your own personal views, plus any views assigned to one of your admin roles. Selecting a view loads that layout immediately. Your choice is persisted per user, so the next time you visit the dashboard the same view opens by default.

Editing Views

Edits you make while a view is active (adding, resizing, or removing widgets) save to that view automatically.

Deleting Views

Choose the Delete View action from the view-switcher menu. You are asked to confirm and, once deleted, every widget on that view is removed.

Shared views

Deleting a view that is currently assigned to one or more admin roles removes the view for every user in those roles. Reassign or duplicate first if you want to preserve the layout for other admins.

Assigning Views to Roles

When you save a view, you can optionally choose one or more admin roles to associate it with. Every user with that role sees the view in their view switcher and can switch to it like any of their personal views. A role can have any number of views assigned to it, and an admin user can belong to multiple roles, so the view switcher merges all sources into a single list.

If a role has no assigned views, its members fall back to their personal views only.

Permissions

The view-management features are gated by four ACL resources under Hyvä Admin Dashboard → Dashboard Views Management:

Resource Controls
Hyva_AdminDashboardFramework::dashboard_views_create Creating and duplicating views.
Hyva_AdminDashboardFramework::dashboard_views_save Saving edits to a view.
Hyva_AdminDashboardFramework::dashboard_views_delete Deleting a view.
Hyva_AdminDashboardFramework::dashboard_views_assign Assigning a view to one or more admin roles.

The default Magento administrator role has all four resources enabled. For custom roles, grant the resources that fit each role's responsibilities. For example, a "Marketing" role might be allowed to create and save personal views without the ability to assign them to other roles.

Developer Notes

The view system is exposed programmatically via the repository interfaces in Hyva\AdminDashboardFramework\Api\V1\View\, Api\V1\ViewRole\, and Api\V1\UserActiveView\. The data model and migration patch are described in the 1.3.0 upgrade notes.