How do I set up a Table Chart widget in my dashboard?

Edit the dashboard, add a widget, choose 'Table Chart', select and order columns, apply filters, and save the changes.

What does the 'Only Assigned Data' setting do?

It limits data visibility so users only see records assigned to them, which improves security and keeps dashboards focused.

What are the permission levels for dashboard widgets?

Full Access, Edit Access, View Access, and No Access—configured per user role in the dashboard permissions settings.

How can 'Only Assigned Data' improve team performance?

It improves clarity by showing each user only their relevant leads, tasks, or clients, which streamlines workflows and protects sensitive data.

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Dashboard Widgets and Permissions – BizStackPro Help

Dashboard Widgets and Permissions

Q: How do I create a new personalized dashboard?

Navigate to your dashboard, click 'Add Dashboard', select 'Blank Dashboard', set a name and privacy settings, then save.

Customize your dashboard layout and control team access with widget permissions and assigned-data visibility for maximum clarity and productivity.

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Controlling What Your Team Sees Without Creating Confusion

You may have a shared dashboard, but not every team member should see the same data or have the same level of control.

Widget permissions and assigned-data settings let you control visibility so each user sees only what’s relevant to their role.

Without proper permissions, dashboards can become cluttered, confusing, or expose sensitive information.

This guide will show you how to manage dashboard access and visibility so your team stays focused and organized.

Once you understand how widget types and permissions work, follow the sections below to configure access, control visibility, and build role-based dashboards inside your BizStackPro account.

Types of Dashboard Widgets

Graphical widgets: Line, bar, and pie charts that highlight trends.
Table widgets: Sortable, interactive tables with direct access to records.
Stat widgets: KPI-style tiles (totals, counts, rates) for fast scanning.

Tip: Start with 3–6 widgets that match your daily workflow, then expand once you know what you actually use.

Setting Up a Table Chart Widget

Edit your dashboard (use the edit option on the dashboard).
Add a widget and choose Table Chart.
Select columns you want to see (and reorder them for readability).
Add conditions using filters (AND/OR logic) to control which records appear.
Sort the table by a key column (optional, but helpful).
Save and reposition the widget where it’s easiest to use.

Note: Table widgets can display large datasets (up to 10,000 records), so tighter filters usually load faster and stay easier to read.

Customizing Permissions

Dashboard widget permissions help you decide who can view or modify widgets—especially useful for team dashboards.

Full Access: Create, edit, delete, and share widgets.
Edit Access: Update widget settings, but may be restricted from deleting.
View Access: Read-only access to widget data and layout.
No Access: The widget is hidden or blocked entirely.

Best practice: Give admins Full Access, managers Edit/View, and reps View—then layer “Only Assigned Data” for privacy.

Using the “Only Assigned Data” Setting

“Only Assigned Data” restricts what each user can see to records assigned to them (leads, opportunities, appointments, etc.).

Go to Settings → My Staff.
Edit the team member’s role (or permissions profile).
Find Data Visibility Scope and select Only Assigned Data.
Save your changes.

Important: If records aren’t assigned correctly, users may see nothing. Some widgets with strict (hardcoded) filters can also display “Permission Required” depending on role scope.

Real-World Use Cases

Sales teams: Reps see only their leads, tasks, and appointments.
Customer success: Team members see only assigned accounts and conversations.
Ops/admin: Admins maintain company-wide dashboards and role-based access.

Want dashboards that keep each user focused?

Use permissions and “Only Assigned Data” so each team member sees exactly what they’re responsible for—without extra noise.

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Frequently Asked Questions

How do I create a new personalized dashboard?

From the dashboard area, click Add Dashboard, choose Blank Dashboard, set a name and privacy settings, then save.

How do I set up a Table Chart widget?

Edit the dashboard → add a widget → choose Table Chart → pick and reorder columns → apply filters → save.

What does “Only Assigned Data” do?

It limits visibility so each user only sees records assigned to them, improving privacy and keeping dashboards relevant.

How are permissions managed?

Use the dashboard permissions settings to assign access by role (Full, Edit, View, None). This controls who can see or change widgets.

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Build Role-Based Dashboards That Scale

Combine widgets, permissions, and assigned-data visibility to create dashboards that stay clean, secure, and easy for teams to use every day.

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Better visibility. Better focus.

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