Custom Widgets FAQ
Unlocking the Potential of Custom Dashboard Widgets
Understanding Date and Time Formats:
Dashboard widgets currently follow a standardized system time zone and date format to maintain consistency.
We are actively developing a feature that will allow you to customize these formats according to your needs.
Roles and Access Levels:
Account Admin: Granted view-only access.
Account User: Access is granted based on user-specific permissions.
Adjusting Dashboard Permissions:
Navigate to Staff Settings:
Go to the "My Staff" section within your settings menu.
Edit User Permissions:
Click the "Edit" option next to the user whose permissions you want to modify.
Select and Update Permissions:
Within the "User Permissions" section, make the necessary adjustments to the user’s access levels.
Understanding Dashboard Permissions:
Dashboard Stats: Provides view-only access to the entire dashboard for both Account Admins and Users.
Contacts: Grants access to all contact information and related widgets.
Opportunities: Allows access to all opportunity data and associated widgets.
Appointments: Permits access to all appointment-related data and widgets.
Lead Value: Provides access to widgets displaying monetary values on the dashboard.
Only Assigned Data: If enabled, custom widgets will display no data unless assigned specifically.
Configuring Widgets for Personalized Data:
To ensure widgets display data relevant only to individual team members, set the conditions within each widget to USER -> LOGGED IN USER. This setting will personalize the widget data based on who is logged in.
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