Account Dashboard: Only Assigned Data Fix

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We’re thrilled to bring you an exciting improvement to the sub-account dashboards with “Only Assigned Data” visibility scope!

  1. Navigate to Settings:

    Go to Settings -> My Staff.

  2. Edit Team Member Profile:

    Search for the team member’s profile and click on the Edit action.

  3. Adjust Data Visibility:

    In Roles and Permissions, choose “Only Assigned Data” under Data Visibility Scope.

  4. Save:

    Hit Save, and you’re all set!

  • 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.

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