Help center

Change User Permissions for a Dashboard in Pest AI CRM | Pest AI

All collectionsDashboardChange User Permissions for a Dashboard in Pest AI CRM

Change User Permissions for a Dashboard in Pest AI CRM

Right people. Right access. Change dashboard permissions in Pest AI CRM so your team sees what they need—nothing more, nothing less. 🔒📊

1. Click here to open the dashboard list.

2. Select a dashboard.you want to duplicate.

3. Afterwards, click here.

4. Click on "Manage permissions".

5. Toggle here to make this dashboard private or public.

6. Edit role pernission for the selected dashbaord.

7. Click on Save

This workflow was created with Supademo.

Did this answer your question?

😞

😐

😁