Help Center : How to set permissions on dashboard widgets

Created by TK Smith, last modified by Claudia Linquanti-Sue on Feb 14, 2023

This article will explain how to set the permissions for dashboard widgets.

Instructions

  1. From the main dashboard scroll to the bottom and click on the green + Add Widgets button:

  2. Locate the widget you would like to change permissions on and click on the ‘Alter Permissions’ link:

  3. You can add: Teams, User Groups, Locations or Individual Users to the permissions. 1) Select Team, User Group, Location or Individual User. 2) Search for the name of the Team/Group/Location or User and select. 3) Select the permissions for the Team/Group/Location or User 4) Click Save and repeat until all permissions have been added.

  4. Once permissions are setup, click on the ‘Finish’ button to apply your changes:

  5. NOTE: To remove permission for a Team/Group/Location or User, you can click on the red X next to the Team/User Group/Location or User you wish to remove and then click the Finish button:

 

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