How do you assign dashboards to users in a role?

To assign dashboards to users in a role, selecting a published dashboard on the dashboard subtab is the correct method. This approach allows administrators to manage and standardize the dashboard access across roles within NetSuite. When a dashboard is published and linked to a role, all users assigned that role will have access to that dashboard, ensuring they see the same key metrics and data visualizations relevant to their functions.

This method facilitates a cohesive experience for users who share the same role, allowing for streamlined communication and consistent reporting. It also enhances security and data governance, as the dashboard reflects the rights and privileges of the role it is assigned to, reducing the risk of unauthorized access to sensitive information.

Creating custom dashboards for each user is impractical for organizations that require uniformity and efficiency in dashboard management. Linking user profiles to dashboards is not a direct method supported by NetSuite, and allowing users to choose dashboards would defeat the purpose of assigning role-specific dashboards that ensure every user has the necessary and relevant information tailored to their responsibilities.