Dashboard Widgets and Permissions
Dashboard widgets are interactive components that display real-time data summaries, helping users to quickly understand complex information. These widgets can range from simple metric indicators and graphs to complex tables and lists, each customizable to meet specific business needs. This article provides a broad overview of the functionalities and benefits of dashboard widgets and customizable permissions, suitable for any platform or service.
The addition of table chart widgets marks a significant enhancement in dashboard capabilities:
Step 1: Access your dashboard and select the edit icon.
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Step 2: Add a widget and choose the table chart type.
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Step 3: Customize the widget by selecting and ordering columns as needed. The option to add a new, personalized dashboard is a key feature, allowing users to tailor their workspace to specific needs. This can include choosing a blank canvas and naming it according to its intended use, such as “Sales Dashboard.” Users can also decide on visibility settings, determining whether the dashboard is private or accessible to everyone.
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Step 4: Add Filters and Conditions**
**Filters allow you to refine data displayed in the table chart widget. Follow these steps to set them up:
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1. In advanced settings, you can choose the column on which you want to order the table (Optional)
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2. Save to update the dashboard.
After adding widgets, users have the ability to organize them effectively on their dashboard. This includes resizing and repositioning widgets to create a visually appealing and practical layout. Organizational tools are crucial for maintaining an efficient workflow and ensuring that important metrics are prominently displayed and easy to access.
Important Note: The table chart supports up to 10,000 records per widget.
Customizable permissions in dashboards ensure that sensitive data remains protected, while still supporting collaboration and access where needed. Permissions can be tailored to different user roles within an organization, ranging from full administrative access to read-only views.
1. Navigate to dashboard settings: Click on the settings or permissions icon in your dashboard.
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2. Select manage permissions: You can assign different access levels based on user roles.
3. Save changes: Ensure all modifications are saved and verify that they are implemented correctly.
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The “Only Assigned Data” setting enhances data security and clarity within dashboards by restricting visibility to only the data directly assigned to specific users. This functionality is particularly beneficial for teams where data segmentation is crucial, such as sales teams, customer support, or any department requiring restricted data access based on user roles.
Question: How do I create a new personalized dashboard?**
**Answer: To create a new dashboard, navigate to your main dashboard page, click the Add Dashboard button, select “Select a Blank Dashboard,” name your dashboard, set its privacy settings, and confirm. This allows you to start with a clean slate and customize it fully to your business needs.
Question: How do I set up a Table Chart widget in my dashboard?**
**Answer: To set up a Table Chart widget, access your dashboard, select the edit icon, and add a new widget by choosing the table chart type. Customize the widget by selecting and ordering the columns you need, and adjust any advanced settings such as sorting options. Save your changes to update the dashboard, keeping in mind that each widget can support up to 10,000 records.
Question: What does the “Only Assigned Data” setting do, and how can I enable it?**
**Answer: The “Only Assigned Data” setting limits dashboard visibility to only the data specifically assigned to a user, enhancing data security and clarity. To enable it, go to Settings, select the ‘My Staff’ section, edit the relevant team member’s profile, and choose “Only Assigned Data” under the ‘Data Visibility Scope’ in Roles and Permissions. Save the changes to apply the setting.
Question: How do customizable permissions work, and what are the common levels of access?**
**Answer: Customizable permissions allow you to control access to dashboard widgets based on user roles within your organization. Common permission levels include Full Access (create, edit, delete, share widgets), Edit Access (modify widgets without deleting), View Access (see widgets without changes), and No Access (restrict visibility entirely). Permissions can be managed through the dashboard settings.
Question: How can the use of “Only Assigned Data” improve security and efficiency for my team?**
**Answer: Using the “Only Assigned Data” setting improves security by ensuring team members only access data relevant to their roles, thereby protecting sensitive information. It also enhances efficiency by reducing clutter and focusing each user’s dashboard on their assigned tasks, such as sales representatives seeing only their leads or customer success teams accessing only their assigned clients. This streamlined approach helps maintain focus and improves overall productivity.
Question: What happens if a widget’s filter prevents data from showing?**
**Answer: If no data matches the filters, the widget will display empty results. You may need to adjust or remove filters to display the desired data
Question: If I edit a dashboard, does it change for everyone else on my team? Answer: That depends on the Visibility Settings. If the dashboard is marked as “Public,” your changes will be seen by everyone who has access. If it is a “Private” dashboard that you created, only you will see the modifications.
Question: Can I “lock” a dashboard so other users can see it but can’t accidentally move or delete my widgets?
Answer: Yes. By setting a user’s permission to “View Access,” they can interact with the data (like clicking on contacts or changing date ranges) but will be unable to reposition, resize, or delete the widgets you have carefully arranged.