Hi Pam,
I had a very similar use case with one of the customers I worked with in the past. There aren’t any out-of-the-box reports or tiles that users can use for this, but since you can create new role-based defaults for each role type, you could set up a separate tile (these could be illustrations, images, or canvas elements) to explain what features are available for each role.
We’ve used something similar in our process tiles, for example, explaining how to create a portfolio, what dashboards can be used within a portfolio, etc.
Once the picture is ready, you can just upload it to Content Management and reference it in the tile. Here’s an example:
SELECT pe.ppl_code ,( CASE WHEN pe.code22 = '2298' THEN '<img src=" root]/ContentManagement/readdoc.asp?id=105">' WHEN pe.code22 = '4028' THEN '<img src=" root]/ContentManagement/readdoc.asp?id=110">' ELSE '<img src=" root]/ContentManagement/readdoc.asp?id=105">' END ) AS "content_image"
FROM ip.planning_entity pe
WHERE pe.planning_code IN (eFILTER])
Alternatively, you could build similar logic in Power BI, but that would require some additional filtering. I’ve always found it a bit unfortunate that users can only see what they have access to. As you mentioned, it’s easy for them to miss the role limitations when delegating tasks to others.
Bests,
Michal