Hiding the Home dashboard from team members

In this article, you'll learn how to keep the Home dashboard away from team members who don't need it. Home shows your sales chart, job counts, cash to deposit and more. Your office may need all of that. A tech usually doesn't.

Who sees Home comes down to one permission on each role: Dashboard. Admins always have it. The built-in Tech and Subcontractor roles start with it off, so a new tech already lands somewhere else. A custom role you add starts with every permission off, including this one. Roles are edited on the web only. At phone width the page just says that roles and permissions are set up on the web CRM from a desktop.

To open Roles & permissions:

  1. In the menu, click the gear at the bottom, labeled Settings.
  2. Under Users & roles, click Roles & permissions.

You need to be an admin, or hold both the Account Settings and User Settings permissions, to get there.

Opening Roles & permissions from the Settings gear
Opening Roles & permissions from the Settings gear
The Roles & Permissions page, with Admin, Tech, Subcontractor and any custom roles
The Roles & Permissions page, with Admin, Tech, Subcontractor and any custom roles

Turning the dashboard off for a role

  1. On the Roles & Permissions page, click the role you want to change. Admin can't be opened, because every permission is always on for admins.
  2. A panel slides in called Edit permissions for role, followed by the role's name. Under Enable permissions by switching them on, find Dashboard. Its description reads View dashboard statistics. Typing "dashboard" in the Search box jumps straight to it.
  3. Click the switch so it turns grey.
  4. Click Save. You'll see a Permissions saved message.
Switching Dashboard off for the Tech role

Everyone holding that role is affected at once. You don't change anything per person.

What a team member sees with it off

  • Home disappears from their menu on the web and from the side menu in the phone app.
  • If they sign in to the web CRM, or open it at its front door, it opens on the Schedule instead of Home.
  • On a phone browser, the Home tab stays in the bottom bar, but tapping it opens the Schedule.
  • In the phone app, the Home tab also stays in the bottom bar, but the CRM won't send that role the dashboard's numbers.

Everything else they're allowed to see stays where it was. The switch only hides the dashboard page and its numbers.

Note: There's no way to hide one block on the dashboard and leave the rest. Dashboard is all or nothing per role. If someone needs the sales chart, they get the whole Home screen.

Giving the dashboard back

  1. Open Roles & permissions again and click the role.
  2. Click the Dashboard switch so it turns green.
  3. Click Save.

Home returns to their menu the next time the page loads.

Tip: Each team member's role is picked on their card under Team management, in the Roles and permissions section. If one person needs the dashboard and the rest of their role doesn't, click Add New Role on the Roles & Permissions page, type a name in Role Name, click Save, switch on what they need, and move that person to it from their card.

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