Dashboards for Client Groups

Segmenting Dashboards based on user accounts/client groups.

1. Client Table with Groups

Each client_id is associated with a client_group. Based on the group, they will be served a specific dashboard.

client_id	client_group
1	Group A
2	Group B
3	Group C
4	Group A
5	Group B
6	Group C
7	Group A
8	Group B
9	Group C
10	Group A

Note: The above table is a representation of the client organization table maintained on your database.

Implementation Outline:

1. Master Dashboard: Create a Master Dashboard containing all metrics.

2. Client Dashboards: For each client group, create separate dashboards that pull metrics from the Master Dashboard.

3. Automatic Sync: Updates in the Master Dashboard reflect in all client dashboards using those metrics.

4. Embedding: Embed each Client Group Dashboard to display only the relevant metrics per group.

2. Dashboard IDs by Client Group

Define IDs for each dashboard corresponding to the client groups.

const dashboardIds = {
    "Group A": "dashboard-id-a",
    "Group B": "dashboard-id-b",
    "Group C": "dashboard-id-c"
};

// Function to fetch dashboard ID based on client group

function getDashboardId(clientGroup) {
    return dashboardIds[clientGroup]
}

Generate Token:

To obtain a guest token from DataBrain, utilize our REST API from your backend system.

Post: <https://api.usedatabrain.com/api/v1/guest-token/create>

Simple Request Body:

{
  "clientId": "id",
  "workspaceName": "workspacename"
}

3. Embedding the Dashboard

This function uses the fetched token and dashboard ID for the appropriate client group to embed the dashboard.

function embedDashboard(clientGroup, token) {
    const  dashboardId = getDashboardId(clientGroup);
    return (
        `<dbn-dashboard token="${token}" dashboard-id="${dashboardId}" />`
    );
}

4. Display the Dashboard Based on client’s Group

When the client logs in, their client_group determines which dashboard is embedded.

// Assume clientGroup is determined at login based on the `client_id`
const clientGroup = "Group A"; // Example group

// Embeds the dashboard for the client’s group
document.getElementById('dashboard-container').innerHTML = embedDashboard(clientGroup);

Summary

This consolidated approach uses the client_id and client_group table to control access to specific dashboards. One token for all dashboards and you change the dashboard-id based on clientGroup