In CoreBridge, a Dashboard is a customizable overview where you can display key information using applications called Widgets. Widgets are small, dynamic tools that provide real-time insights and can be tailored to fit your workflow. In addition to customizing what a widget displays, you can also manage permissions to control who can view each widget, ensuring that sensitive or role-specific information is only visible to the right users.
For more information on Dashboards and Widgets, please see How to Set Up Dashboards and Widgets and Widgets Overview.
Table of Contents
To begin, navigate to Settings / Dashboards / Widgets.
Widgets Screen Overview
a. Widget Name
b. Description - Hovering over this line will bring up the full Widget Description.
c. Categories - Some Widgets fall into multiple Categories.
d. Permissions - Which Employee Roles have permission to view this Widget.
Setting Widget Permissions
1. Select the Widget for which you would like to adjust viewing permissions.
2. Choose if you would like permission to be granted to Everyone, Only Certain Roles, or Disabled.
3. If you select Only Certain Roles, a dropdown menu appears where you can choose the role or roles allowed to view this Widget.
Note: Changes are automatically saved by the system.
