Self-Service Dashboard
Overview
The Self-Service Dashboard enables App Builders to embed a customizable dashboard within their SaaS platform, giving End Users the ability to modify their dashboards according to their needs.
The Self-Service Dashboard offers End Users the flexibility to:
Add or remove charts from a pre-existing library.
Rearrange and resize charts to fit their preferences.
Save and publish changes with one click, without affecting the default version of the dashboard.
Steps to Implement a Self-Service Dashboard
1 - Create the Generic Dashboard
The App Builder creates a generic dashboard in the Toucan platform, which will serve as the base template for all end users. This dashboard will be embedded within the SaaS platform.
2 - Embed the dashboard
The App Builder integrates the generic dashboard into their SaaS platform using either an iframe or a web component. This allows the dashboard to be seamlessly accessed within the application.
3 - Create Tokens for End Users
For each End User who will access the self-service dashboard, the Backend Developer of the SaaS creates a token. This token authenticates users and links them to their personalized dashboard experience.
4 - Personalize the Dashboard
Once the End Users access the dashboard within the SaaS platform, they can begin editing it. When the user starts editing, a personal copy of the dashboard is created for them. This copy remains independent of the original, enabling users to make custom changes without affecting the default version.
Key Features for End Users:
Add charts: Users can choose from a library of available charts to add to their dashboard.
Remove charts: Users can remove charts they don’t need.
Rearrange the layout: Users can move and resize charts to organize the dashboard according to their preferences.
Save and publish changes: Once satisfied with the changes, users can click to save and publish the dashboard. The new custom version is saved without impacting the original dashboard.
Maintain the Default Dashboard
The original dashboard created by the App Builder remains unaffected by any changes made by the end user. The App Builder can continue to use the default dashboard, and the end user’s edits are saved to their personal version only.
Frequently Asked Questions
Does it delete the default dashboard?
No. When an App Builder embeds a generic dashboard with self-service enabled, editing by an end user creates a custom copy. This custom copy replaces the embedded generic dashboard for that user, but the original dashboard remains intact for other users or for future use.
Can the end user roll back to the default dashboard?
Not in this version. Once the end user has customized their dashboard, they cannot revert to the default version. We plan to introduce this feature in a future release.
Can administrators see the duplicated or deleted dashboards?
No. Administrators cannot view the personal copies created by end users. Each user’s custom dashboard is private to them.
As an end user, can I link/unlink filters to a chart?
Currently, end users cannot modify charts or filters directly. The feature is focused on dashboard layout and chart management, but modifications to filters will be considered for future versions.
As an end user, if I add a story with a new filter, does that filter get added to my dashboard automatically?
Yes. If an end user adds a new story that includes a filter not already present in the dashboard, the filter is automatically added to their personal dashboard.
Currently, this feature is in Beta. Please contact your Customer Success Manager (CSM) to activate it in your workspace.
Also please note this is a paid feature.
What's next?
Several exciting updates are on the way to deliver a complete self-service experience with Toucan, both on the platform and in embedded environments:
On the platform: End users will soon be able to create and edit dashboards directly in production mode, with enhanced, granular access management.
In embedded mode: App Builders will soon have the ability to set permissions on a dashboard-by-dashboard basis, allowing them to define whether end users have viewing-only rights or full editing (self-service) capabilities for each dashboard.
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