After building your dashboard, you need to create a Relation Filter.

• Create the filter

  
  

  • You can label it however you like.

    
    

  • For the related model, select “User”.

    
    

• Set the default value

  
  

  • If you want the filter to automatically show data for the current logged-in user, enable the Default Values checkbox.

• Define the domain (filter logic)

  
  

  • The domain controls which records are visible to each user.

    
    

  • You’ll need a domain that limits access as follows:

    
    

    • Regular users see only their own data.

      
      

    • Managers see their own data plus the data of the users they manage.

• About UID

  
  

  • UID stands for User ID — it’s a dynamic variable with the unique identifier of the currently logged-in user.

    
    

  • When writing the domain, make sure to enter uid directly in the code editor, as shown in the image example as it currently isn’t possible to add it with the domain editor. You have to be in forum post. 

Explanation:

• The first condition (user_id = uid) ensures users only see their own data.

  
  

• The second condition allows managers to see both their data and that of the users they manage.

  
  

Result

When logged in as a manager, the dashboard allows viewing both the manager’s own data and the data of the users they manage.

In the example below, Ayrton Senna is the manager. The filter lets Senna view his own information as well as the data of the users under his management (such as Charles Leclerc, Checo Perez, and others).

When logged in as a regular user, such as Charles Leclerc, the filter only allows viewing his own data. Other users are not visible in the selection list.

This confirms that the user-based filter works correctly:

• Managers can access their own and their team’s data.

  
  

• Regular users can only access their personal data.