Managing Dashboard Permissions in Your CRM

Learn how to control access to your CRM dashboard effectively with this comprehensive guide on managing permissions. Discover the step-by-step process for assigning and adjusting permissions for individual users or user groups, allowing you to tailor access levels to suit your organization's needs. This article provides clear instructions on how to grant or restrict access to specific dashboards or dashboard features, ensuring data security and confidentiality. Whether you're collaborating with team members or sharing insights with stakeholders, mastering dashboard permission management ensures you maintain control over your data and empower users with the access they need to drive success.

1. Navigate to your workplace Dashboard.

1 Click on the element.

2. Open the options menu symbolized by three vertical dots.

2 Click here.

3. Proceed by selecting the 'Manage permissions' option.

3 After that, click on "Manage permissions".

4. Set Dashboard access to private if preferable.

4 Click on the element.

5. Choose the privacy level for your agency user.

5 Click here.

6. Next, select the privacy setting for your account admin.

6 Once that's done, click on the element.

7. Proceed to adjust the privacy for your account user.

7 Click on the element.

8. Finally, save your changes by clicking the 'Save' button.

8 Click on "Save".

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