When managing your dashboard and ensuring the right people have access to the necessary data, it’s essential to understand how roles, permissions, and widget configurations work.

Date/Time Formats #

Custom Widgets can be synchronized with local time to improve efficiency and accuracy. To configure this, navigate to the main Dashboard view, select the “Manage Dashboard Time zone” option from the actions dropdown, and choose between your user-specific or the default location time zone.

Roles and Access Levels #

• Account Admin: Full view access to the dashboard and its data unless otherwise configured.
• Account User: View access based on assigned user permissions.

Adjusting Dashboard Permissions #

To modify a user’s dashboard access, follow these steps:

Click the three dots at the top right corner of the dashboard and select “Manage Permissions”.

Choose from four distinct levels of permissions: Full, Edit, View, and No Access; and toggle the private option if necessary.

For further customization, navigate to “My Staff” within the Settings menu, then click the “Edit” button next to the specific user whose permissions you want to adjust.

Select “Roles & Permissions” and make the necessary updates to their access levels within the Dashboard section.

To display data specific to individual team members, you can configure each widget. Navigate to the conditions tab and set the User condition. Selecting the “Logged in User” option ensures that each team member only views their data on the widgets.

By following these guidelines, you can ensure that your dashboard remains both secure and tailored to individual team members while maintaining control over what data is displayed. With these adjustments, your dashboard can be personalized to meet the needs of different team members, streamlining data visibility and ensuring efficiency across your operations.

Frequently Asked Questions #

How do I sync Custom Widgets to my local time zone? #

Go to the main Dashboard view, select “Manage Dashboard Time zone” from the actions dropdown, and choose either your user-specific time zone or the default location time zone.

What dashboard access levels do Account Admins and Users have? #

Account Admins have full view access to the dashboard and its data unless otherwise configured, while Account Users have view access based on their assigned permissions.

How do I change a user’s dashboard permissions? #

Click the three dots in the top-right corner of the dashboard, select “Manage Permissions,” and choose from Full, Edit, View, or No Access. You can also adjust permissions under “My Staff” in Settings.

What are the four dashboard permission levels? #

The four permission levels are Full, Edit, View, and No Access, and you can also toggle a private option if needed.

How can I show each team member only their own widget data? #

Configure each widget by going to the conditions tab and setting the User condition to “Logged in User,” which ensures each team member only sees their own data.

Where do I adjust a staff member’s roles and permissions? #

Navigate to “My Staff” within the Settings menu, click “Edit” next to the user, then select “Roles & Permissions” to update their access in the Dashboard section.