Do the new roles/permissions settings limit user Dashboard visibility?
Do the new roles/permissions settings limit user Dashboard visibility? For example, if I assign a staff member "User" access so that they can see ONLY clients, appointments, and payments assigned to them, are they still able to see total sales data on the new main Dashboard? Or will this be hidden to them?
Is there a specific setting that will limit staff members from seeing sales data on the new main Dashboard?
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I am also wondering why I can not add or remove staff today.
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Michael, great question! The Dashboard is not limited by staff permissions, so all staff members are able to see the dashboard. This is valuable feedback, our team will record the request to create a setting to control what information users can see on the dashboard, thank you!
If any other Thryv users have thoughts on this, let us know in a comment!0 -
Casi we took a look at your account, and it looks like you are at the maximum number of seats included in your plan. In order to add another staff member, you'll need to purchase an additional seat. Click Here for a full guide to doing so!
If you run into any trouble, let us know in a comment!
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