Settings and activity
2 results found
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26 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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Wern Wern Ling
supported this idea
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29 votes
Hiya team, appreciate all the input you've each shared with us on the needs in keeping some information private, and less visible to others that may be working close by.
Understanding the needs here, I'd like to share this is a piece of work our team have picked up and in the initial stages of working through.
I'll be sure to keep you updated as this work progresses, here.
Wern Wern Ling
supported this idea
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The Business Overview dashboard contains sensitive company performance data and should only be visible to certain roles.
It would be helpful if administrators could control which users can access the Business Overview and specific reports. For example, a Customer Service Manager may need access to invoice reports to follow up with customers, but should not have visibility of overall business performance metrics.
More granular report and dashboard permissions would allow businesses to protect sensitive financial information while giving staff access only to the data they need.