A risk analyst, a CISO, and a board member do not want to see the same dashboard. The analyst wants open work and overdue items; the CISO wants posture, financial exposure, and threat scenarios; the board wants one number and a trend. Most GRC tools hand everyone the same wall of widgets. Talarity ships eight role-based persona views out of the box — and lets anyone tailor them, add pages, and save their own.
Who’s involved
- Executives / board — want the one-screen “are we okay?” posture summary.
- CISO / CRO / Security Manager — want operational depth: gaps, KRIs, FAIR quantification, threat scenarios.
- Risk analyst / auditor — want the work queues and evidence trails.
What’s on the page
Talarity opens to the persona dashboard that matches your role.
- The persona view — one of eight role lenses (Executive/Board, CISO, CRO, Security Manager, Risk Manager, Auditor, Relationship Manager, Assessment Analyst), each leading with what that role needs first, organized across tabs.
- Tab controls — Add Tab (from the Page Library) plus layout resize/reorder.
- Custom views — Copy Link / Actions to create and share a saved view (Private or Shared).
Step 1 — Your role’s dashboard
Talarity opens to the persona view that matches your role (set when you were invited — see Users, groups & access). The Executive / Board view leads with the question executives actually ask — are we okay? — a security-score gauge, a risk trend, and a posture summary, organized across tabs.
The eight personas — Executive/Board, CISO, CRO, Security Manager, Risk Manager, Auditor, Relationship Manager, Assessment Analyst — each lead with what that role needs to see first.
Step 2 — A different role, a different lens
Switch to the CISO view and the tabs change: FAIR Quantification, Threat & Scenario Lab, Controls & Gaps, Root Cause Analysis. The same underlying data — your risks, controls, and assessments — re-framed for a security leader who needs dollars and scenarios, not just a gauge.
Step 3 — Add a tab from the Page Library
Any view is a set of tabs, and you can add more. Click + Add Tab to open the Page Library — a catalog of pre-built pages (Executive Posture, Security Rollup, Insights Home, Risk Economics, and more), each labeled with its scope and widget count. Pick one and it joins your tab bar; or start a Blank Page and build from scratch.
Step 4 — Tune the layout
The Actions menu (⚙) is where a view gets tailored to you: Customize Page (rearrange), widget-style toggles (card frames on/off, show/hide widgets), page width (full vs. compact), and Reset View to Defaults if you over-tune.
Widgets come from the page template — you add and arrange pages, not individual widgets. For reading what each widget is telling you, that’s a separate guide on interpreting your command centers.
Step 5 — Create and share a custom view
The most under-used feature is Create Custom View. Name it, pick an icon, choose its tabs, and decide who sees it — Private (only you) or Shared with org (everyone in your org can pull it up). A “CISO Weekly Review” view, shared once, becomes the whole security team’s Monday-morning screen.
Use 🔗 Copy Link to send a teammate straight to the exact view, tab, and time range you’re looking at.
How the page works
A few mechanics explain why the tailoring is safe and shareable:
- Your starting view is derived from your role, not chosen at random. The persona that opens is keyed off the role you were assigned on invite; switching personas just loads a different role’s view-controller over the same data. Nobody’s editing a global default — you’re moving between role lenses.
- You add pages, not widgets. The Page Library is a registry of pre-built page templates — each a fixed composition of widgets with a published widget count (Executive Posture · 11, Security Rollup · 22, Risk Economics · 13, and the rest). You compose your view out of these templates; the widgets inside a template come as a set. That’s why the guide above is about tabs, not individual cards.
- A custom view is a saved composition with an owner and a visibility. Name + icon + chosen tabs + a Private / Shared with org flag. Private views are yours alone; a Shared view becomes selectable for everyone in the org from their own persona switcher — which is how one “CISO Weekly Review” becomes the whole team’s screen. Custom views carry a delete affordance (and a sharing badge on the tab bar) so the owner can retire or re-share them.
- Reset is always available. Reset View to Defaults throws away your rearrangement and reloads the persona’s stock template — so you can tune fearlessly; nothing you do to a built-in view is permanent until you save it as a custom one.
Where it ends
There’s no “export to board deck” button here — packaging a dashboard into a board-ready disclosure is its own workflow. This is about the living dashboards your team works from every day, not the point-in-time export.
What you walk away with
- A dashboard that fits your role — eight personas, each leading with the right question.
- Tailoring without a developer — add pages from the library, rearrange them, set the width.
- Views worth sharing — save a custom view once and hand the whole team a purpose-built screen.
Open your view, hit Actions → Create Custom View, and build the one screen you actually want to start your day on.