Quick Answer
How do dashboard widgets and permissions work together?
Dashboard widgets control what data is displayed, while dashboard permissions and the Only Assigned Data setting control who can see or manage that data. Together, these tools help you build dashboards that match each user's role without exposing unnecessary information.
Controlling What Your Team Sees Without Creating Confusion
A shared dashboard can be useful, but not every team member needs to see the same records or have the same level of control.
BizStackPro dashboard widgets let you decide what information appears, while permissions help determine who can view or modify that information.
The Only Assigned Data setting adds another layer of control by limiting users to records assigned to them, such as leads, opportunities, appointments, or other relevant records.
Without a clear permission structure, dashboards can become cluttered, confusing, or expose information that a user does not need. Role-based visibility helps keep the dashboard more focused.
Build the dashboard around the user's role
Choose widgets based on the information a role needs, then apply the appropriate access level and data-visibility scope so the dashboard stays useful without exposing unnecessary records.
Dashboard Access at a Glance
Before You Begin
Decide what each role should see and what each role should be allowed to change before configuring the dashboard.
- Identify the users or roles that will use the dashboard.
- Decide which KPIs and records each role actually needs.
- Choose the appropriate widget types for those reporting needs.
- Decide who needs Full, Edit, View, or No Access.
- Confirm that records are assigned correctly before enabling Only Assigned Data.
- Test role-based visibility before relying on the dashboard for daily team use.
Types of Dashboard Widgets
Different widget styles help you present the same business data in different ways depending on how quickly or deeply it needs to be reviewed.
Graphical Widgets
Use line, bar, pie, and other supported chart types to highlight trends and comparisons visually.
Table Widgets
Use sortable, interactive tables when users need to review individual records and supporting details.
Stat Widgets
Use KPI-style totals, counts, or rates when the most important information needs to be scanned quickly.
Start smaller
Begin with approximately three to six widgets that match the user's daily workflow. Expand the dashboard after you know which information people actually use.
Setting Up a Table Chart Widget
Table Chart widgets are useful when users need record-level data in a sortable dashboard view.
Edit the Dashboard
Open the dashboard and use the available Edit option.
Add a Table Chart
Choose Add Widget and select Table Chart.
Select the Columns
Choose the columns you want displayed and reorder them so the most useful information is easy to scan.
Add Conditions
Apply filters using the available AND / OR logic to control which records appear in the table.
Set the Sort Order
Sort the table by a useful column when a specific ordering makes the data easier to work with.
Save and Position the Widget
Save the widget and move it to the part of the dashboard where it is easiest to use.
Large tables benefit from tighter filters
The original guide notes that Table widgets can display large datasets of up to 10,000 records. More focused filters can help keep the table easier to read and may improve load performance.
Customizing Dashboard Permissions
Permission levels determine who can see or modify dashboard widgets.
Full Access
Allows the user to create, edit, delete, and share widgets.
Edit Access
Allows the user to update widget settings, although some destructive actions may remain restricted.
View Access
Provides read-only access to the widget data and dashboard layout.
No Access
Hides or blocks the dashboard widget from the user.
Match access to responsibility
The original guide suggests giving administrators broader access, managers the level of Edit or View access they need, and representatives View access where appropriate, then using Only Assigned Data to narrow record visibility.
Using the “Only Assigned Data” Setting
Only Assigned Data restricts a user's visibility to records assigned to them, such as leads, opportunities, appointments, or other supported record types.
Open My Staff
Go to Settings → My Staff.
Edit the Team Member
Open the appropriate team member's role or permissions profile.
Find Data Visibility Scope
Locate Data Visibility Scope.
Select Only Assigned Data
Choose Only Assigned Data as the visibility scope.
Save the Changes
Save the updated permissions.
Assignment matters
If records are not assigned correctly, the user may see no data. Some widgets with strict or hardcoded filters may also display Permission Required depending on the user's role and visibility scope.
Real-World Use Cases
Dashboard Permission Best Practices
Frequently Asked Questions
How do I create a new personalized dashboard?
How do I set up a Table Chart widget in my dashboard?
What does the “Only Assigned Data” setting do?
What are the permission levels for dashboard widgets?
How can “Only Assigned Data” improve team performance?
Continue Learning
Continue learning how dashboard widgets, customization, and reporting work with these related BizStackPro Help Center guides.
