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Filter Rules: Display Dashboards by User or Group

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Overview

Confluence is the hub for all the information in your teams, the single source of truth that your colleagues rely on. It’s the perfect location to create dynamic dashboards with live information from Jira projects, incidents from Opsgenie or custom charts with insights from Jira Service Management service desks.

And this power comes with the great responsibility of providing Confluence users the right dashboard when they access to it. Dashboard Hub for Confluence provides the ability to define rules to filter which dashboard is shown to either all users or a specific set of users and/or groups. This rules allows you to replace the Confluence native dashboard with a custom one defined on a wiki page or by one of the dashboards created in Dashboard Hub:

  • Replace the default global dashboard with a custom one defined on a simple wiki page

  • Create unique dashboards for each team

  • Limit access to the global dashboard by defining filter rules for selected users and groups

  • Personal dashboards allow users to create personal dashboards

  • Dilbert is built right in. Display the daily Dilbert strip on your custom dashboard

  • Replaces the native dashboard  Replace the default global dashboard with a custom one defined on a simple wiki page

  • Full access control  Limit access to the global dashboard by defining filter rules for selected users and groups

  • Unique and customizable Create different dashboards for different teams

  • Personal instances  Allow users to create personal dashboards

  • Most importantly, Dilbert  Display the daily Dilbert strip on your custom dashboard

Configuration

Because the Custom Dashboard plugin uses a regular wiki page, you have complete control of the layout and format. That means you have the ability to combine other available page elements, including built-in Confluence widgets and macros from the Atlassian marketplace to build unlimited dashboards. The plugin even includes additional macros for displaying popular pages or the daily Dilbert strip.

Admin section

Title: Dashboard Filter Rules

Description: Filter rules define which dashboard is displayed for which user and/or group.

Go to Browse > Confluence Admin > Dashboard Hub > Dashboard Filter Rules to configure your filter rules. Filter rules define which dashboard needs to be displayed for which user. Each filter rule is specified by the following information:

Filter Priority

The priority of the filter rule. The priority is used to determine the order the filter rules should be processed. The priority is only important if you define more than one filter rule. A lower value means a higher priority.

Show content from

Which content to show as your dashboard. Choose one of the following options:

Global Dashboard

Select a dashboard to be the default global dashboard of Confluence.

Site Homepage

Either the global site homepage configured in the general configuration of Confluence or the personal site homepage, if the user has configured one in his user settings. Note: The user's personal settings will override the global setting. Use this option to allow personal dashboards.

Wiki Page

Any wiki page within your Confluence. Use this option to display a specific wiki page as dashboard instead of the default dashboard.

Show content as

Enable Show content always as dashboard to render wiki pages as dashboards as well, without edit button, comments, etc.

NOTE For cloud an option can be set to put a page as dashboard for a space:

Show content to

You can restrict filter rules to either all users or a specific set of users and/or groups. Choose All Users if you want the rule to apply to all users or choose Restrict to and define the users and/or groups for which the rule should be applied to. Check Anonymous users if the restriction should also affect anonymous users.

Note: A filter rule will be applied as long as the user meets at least one of the restrictions. If no filter rule matches or no filter rules are defined, the default dashboard of Confluence will be displayed.

Differences of the Data Center vs Cloud edition

See also

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