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In this tutorial let's see how a dashboard editor can create a dashboard with a banner, and how a dashboard viewer can view and customize the banner for his/her personal view.

Note

Before executing the steps mentioned in this tutorial, ensure to install the mandatory prerequisites and start the WSO2 Dashboard Server.

Table of Contents

Excerpt
Step 1 - Sign into the WSO2 DS Management Console

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Accessing the DS Management Console
Accessing the DS Management Console
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Step 2 - Create the dashboardEditorRole and dashboardViewerRole user roles
  1. On the Main tab, click Add under Users and Roles.

  2. Click Add New Role.

  3. Enter the required details as follows:

    1. Domain - Select the user store to which you want to add the user role. Select Primary to use the primary user store for this tutorial.
    2. Role Name - Enter a unique name for the user role. 

      Info

      The two user roles should be named as follows for this tutorial: dashboardEditorRole and dashboardViewerRole

  4. Click Finish.

  5. Add the other user role by repeating steps 3 and 4.

Step 3 - Create the editor and viewer user accounts
  1. On the Main tab, click Add under Users and Roles.

  2. Click Add New User.

  3. Enter the required details as follows:

    • Select a user store from the Domain list to which you want to add the user account. Select Primary to use the primary user store for this tutorial.
    • Enter a unique user name and the password that the person will use to log in. By default, the password must be at least five characters and should have at least one character with a capital letter, characters, numbers and special characters.

      Info

      The User Name of the two user accounts should appear as follows for this tutorial: editor and viewer

  4. Click Finish.
  5. Add the other user account by repeating steps 3 and 4.

Step 4 - Assign the user roles to the user accounts
  1. On the Main tab, click List under Users and Roles.
  2. Click Users. This link is only visible to users with the Admin role. 
  3. Click Assign Roles, which appears in the Actions column.
  4. Click on the respective role for the respective user account.
    • Assign the dashboardViewerRole user role to the Viewer user account.
    • Assign the dashboardEditorRole user role to the Editor user account.
       
  5. Click Finish.

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