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.

Types of Widgets

1. Graphical Widgets: Include line charts, bar graphs, and pie charts, ideal for visualizing trends and comparisons.
2. Table Widgets: Offer detailed list views, making it easy to sort through data like financial figures or client lists.
3. Statistical Widgets: Display key performance indicators (KPIs) such as total revenue, average customer satisfaction, or operational efficiency.

Table Chart Widgets

The addition of table chart widgets marks a significant enhancement in dashboard capabilities:

Features of Table Charts

• Customizable Columns: Users can manage which columns to display, tailoring views to prioritize essential metrics.
• Sortable Lists: This feature allows users to organize data by selected columns, enhancing clarity and analytical efficiency.
• Interactive Functionality: These tables are not merely static; users can interact directly with the data, such as clicking on contact names to navigate to detailed pages.

Setting Up a Table Chart Widget

Step 1:Access your dashboard and select the edit icon.

Step 2:Add a widget and choose the table chart type.

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.

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:

• Click Add Condition under the "Conditions" tab.
• Advanced customization options are available for widgets, such as setting up specific conditions under which data is displayed. Users can employ filters with AND/OR logic to refine what is shown, tailoring the dashboard to display highly specific information that aligns with their operational goals.

• Choose the filter, operator, and parameters to specify the data criteria.

• Use AND/OR logic to combine multiple filters, creating more advanced and flexible conditions.

• If no data matches a filter, adjust or delete it to save the widget successfully.

1. In advanced settings, you can choose the column on which you want to order the table (Optional)
   
2. Save to update the dashboard.
3. 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

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.

Common Permission Levels

• Full Access: Allows users to create, edit, delete, and share dashboard widgets.
• Edit Access: Enables users to modify existing widgets but not delete them.
• View Access: Provides users the ability to see widgets but not make any changes.
• No Access: Restricts users from viewing certain widgets entirely.

Managing Permissions

1. Navigate to dashboard settings: Click on the settings or permissions icon in your dashboard.
   
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.

How to Use the "Only Assigned Data" Setting with Dashboard

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.

How to Use the "Only Assigned Data" Setting

1. Navigate to Settings: Access your account settings and select the 'My Staff' section.
2. Edit Team Member Profile: Find the team member whose data visibility needs adjustment, and click on 'Edit' next to their profile.
3. Enable "Only Assigned Data": Within the 'Roles and Permissions' section, locate the 'Data Visibility Scope' option. Select "Only Assigned Data" from the dropdown menu.
4. Save: After making the changes, click 'Save' to apply the settings.

Special Requirements and Limitations

• The "Only Assigned Data" setting requires that data be properly assigned to users through roles and permissions. If data assignment is not configured correctly, users may not see any data in their dashboards.
• Widgets with hardcoded filters for specific team members will display a "Permission Required" message to users with restricted data access, ensuring clarity and avoiding confusion.
• The feature does not require manual configuration of "Logged in User" filters, simplifying the setup process and ensuring a more intuitive user experience.

Benefits of Using Dashboard Widgets and Permissions

• Enhanced Data Accessibility: Users can access relevant data quickly through customized widgets tailored to their needs. For example, sales teams can set up widgets to display only their assigned leads and calendar events, improving focus and preventing data overlap.
• Improved Security: By managing permissions, organizations can protect sensitive data while still allowing necessary access for team members. The "Only Assigned Data" setting ensures that users only see information specific to their roles, reducing the risk of unauthorized access.
• Increased Productivity: Customizable widgets and permissions streamline workflow, allowing users to focus on analyzing data that matters most. For instance, customer success teams are restricted to their assigned customers, calls, and appointments, leading to more efficient and personalized service.
• Simplified Workflow: The system automatically restricts widget data, preventing users from seeing information that isn’t relevant to their role. This results in a more organized and user-friendly dashboard experience, allowing team members to stay on task without distractions from irrelevant data.
• Sales Teams: Sales representatives can be set up to view only their assigned leads and calendar events, which enhances their ability to concentrate on relevant tasks and prevents confusion from unnecessary data visibility.
• Customer Success Teams: By limiting visibility to only assigned customers, calls, and appointments, team members can provide more efficient and personalized service, improving response times and customer satisfaction.

Frequently Asked Questions

1.How do I create a new personalized dashboard? 

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.

2. How do I set up a Table Chart widget in my dashboard?
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.

3. What does the "Only Assigned Data" setting do, and how can I enable it?
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.

4. How do customizable permissions work, and what are the common levels of access?
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.

5. How can the use of "Only Assigned Data" improve security and efficiency for my team?
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.