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Customer experience | Sales, Customer Insights,...
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Inheriting views of personal dashboards

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Posted on by 5

Hi all,

Rather to new to CRM so bare with me!

We have the system setup with 3 tiers of users using Positions. Our most senior user has noticed that he is able to view Personal Dashboards of those below him in the Position tree. This is something we'd like to disable, but I am unsure if this is possible as I have browsed through the Dashboards section of Customisation and see nothing related to Personal Dashboards.

Likewise, I didn't see anything in the Security Role related to dashboards.

Anyone able to point me in the right direction here?

I have the same question (1)

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