INTENDED SEARCHES: dashboard access, user dashboard, my dashboard, dashboard widgets
User dashboards show selected information, widgets, summaries, or shortcuts based on permissions and setup.
Different users may see different dashboards depending on role, permissions, module access, and saved dashboard settings.
Common dashboard content may include:
- Jobs.
- Estimates.
- Invoices.
- Tasks.
- Reports.
- Widgets.
- Notifications.
If two users see different dashboards, first check role permissions and dashboard settings.
Before saving or relying on this record, check:
- User role.
- Permissions.
- Dashboard settings.
- Widgets enabled.
- Module access.
Why this matters:
Dashboards should help each role see the information they need without exposing data they should not access.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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