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:

1. Navigate to Staff Settings:

   • Go to the "My Staff" section within your settings menu.

2. Edit User Permissions:

   • Click the "Edit" option next to the user whose permissions you want to modify.

3. 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.