Restricted access to dashboard sales summary on the main page

Created: 2018-08-21
Last updated: 2018-08-22
Post view count: 129


When user is already login into the system, the ‘Main page’ appears with all the active buttons that are ready to use in order to generate different documents.
There are also visible account statistics, presented in four separate columns:
today, last 7 days, current month, year.


Access to those statistics can have every single user in the account.
Whether its role is ‘Account owner’, ‘Administrator’ or ‘User’ - it does not matter, it will not relate to the status.




System allows you to disable above statistic for users with ‘User’ role (so it will not regards the ‘Account owner’ or ‘Administrator’ role status).
To do so go to Settings > Account settings > Configuration > Users and privileges > checkbox ‘Hide sales summary on the main page’ > Save.

What is more, you may disable these statistic for all kinds of users: ‘Administrator’ and ‘User’ and even ‘Account owner’.
To do so, please go to Settings > Account settings > Configuration > Users and privileges > checkbox ‘Restricted access to dashboard sales summary on the main page’ > Save.
After that, a little icon symbolising data chart appears. You may still see all the statistics by clicking on it.



Said option comes handy especially when you want to hide statistics, because i.e. you are in the purchaser’s place and you do not want anybody to see data of the company.



Remember that said statistics may be shown in reference to separate departments on the account (link).

 


Back


Add Comment