Sub Account Dashboard: Only Assigned Data Fix
We’re thrilled to bring you an exciting improvement to the account dashboards with the “Only Assigned Data” visibility scope!
What’s Improved?
- Targeted Data Views: Users with the “Only Assigned Data” option enabled in Roles and Permissions will now see widgets displaying only the data assigned specifically to them.
- Smart Filtering: If a widget is hardcoded to filter data for a specific team member, other users will receive a clear “Permission Required” message, avoiding confusion and ensuring data security.
- Simplified Configuration: No need to manually add a “Logged in User” filter—if “Only Assigned Data” is enabled for a user’s profile, they’ll automatically see only their data. It’s easier, more intuitive, and saves time.
How It Works:
- Navigate to Settings: Go to Settings -> My Staff.
- Edit Team Member Profile: Search for the team member’s profile and click on the Edit action.
- Adjust Data Visibility: In Roles and Permissions, choose “Only Assigned Data” under Data Visibility Scope.
- Save: Hit Save, and you’re all set!
Why it Matters:
- Enhanced Security: Protect sensitive information by ensuring team members only access data relevant to them.
- Improved Clarity: Prevent confusion with a streamlined dashboard view tailored to each user’s responsibilities.
- Increased Efficiency: Reduce setup time with automatic data visibility settings, allowing your team to focus on what really matters.
For more details on our latest features, don’t forget to check out our product updates.
In Case You Missed It:
Introducing Private Mode for Synced Events to Secure Your Calendar
