New Feature Announcement: Introducing Default Dashboards

New Feature Announcement: Introducing Default Dashboards

We are pleased to announce the introduction of Default Dashboards to your SMBcrm account. This new feature allows you to take control of your team’s dashboard experience, gaining instant access to vital insights and metrics. Now, starting the day with the most crucial information is easier than ever for everyone.

What’s New?

User-Controlled Default Dashboards

With Default Dashboards, you can effortlessly customize your team’s dashboard experience. Tailor your default dashboard to reflect the specific informational needs of your team.

Instant Visibility

The moment your team members navigate to the dashboard section, your default dashboard is the immediate view. This feature ensures instant access to essential insights and metrics.

How it Works

  1. Navigate to your preferred dashboard, the one you’d like set as default.
  2. Click on the three-dot menu, located in the top right corner.
  3. Select “Set as Default” to immediately establish your dashboard as the go-to for your team.


Please Take Note

Only account admins or those with FULL access to a Dashboard can set a dashboard as default. All roles must have at least VIEW permissions for a dashboard to be set as default. Also, a dashboard, once designated as default, cannot be deleted unless another is assigned as default.

While default dashboards are the primary landing page for all users, pinned dashboards are personal favorites that individual users can access quickly.

You can find a detailed guide on Default Dashboards here and to learn more about Dashboard Permissions, check it here.

If you encounter issues with your default dashboard after this upgrade, you can reverse it by following the instructions in the support documentation. Please remember that existing dashboards and widgets are not affected. We have identified and patched a bug post-release.

Should you have concerns or issues, please don’t hesitate to reach out to our support team.

In case you missed it, check out our latest article on enhanced dashboard permissions feature update.