Widgets
You must turn on Widget restriction under Settings > System Configuration > Organization >Users to set user permission on a widget-by-widget basis. Otherwise, users will have access to all widgets. Not all widgets have a permission, e.g., Agenda, and Calendar.
Give permission so users can access widgets in the Contacts section on their dashboard. You can give permissions to individual widgets as well. Below is a list of all available Contact widgets.
Activity To-Do List
Approval Queue
Lead Status
New Accounts Per Rep
Sales Rep Activity
Give permission so users can access widgets in the Finance section on their dashboard. You can give permissions to individual widgets as well. Below is a list of all available Finance widgets.
A/R Aging
Give permission so users can access widgets in the Production section on their dashboard. You can give permissions to individual widgets as well. Below is a list of all available Production widgets.
Available Ad Spaces & Positions
Digital Calendar
Issue Calendar
Gives permission so users can access widgets in the Projects section on their dashboard. Below is a list of all the available project widgets.
Billable Utilization
Project Participant Requests
Give permission so users can access widgets in the Sales section on their dashboard. You can give permissions to individual widgets as well. Below is a list of all available sales widgets.
Contest Leaderboard
Contract Sales
Current Issue Sales
Current Issue's Contract Sales
Future Sales
Future Sales for All Users
Monthly Per Issue Stats
New vs Existing Customer Sales
Orders Waiting for Approval
Past Days Contract Sales
Past Months Contract Sales
Product Sales by Category
Sales Rep Contract Sales
Sales Rep Issue Sales
Top 10 List
Yearly Publication Trends
Give permission so users can access widgets in the Tickets section on their dashboard. You can give permissions to individual widgets as well. Below is a list of all available Ticket widgets.
Open Tickets