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How to View Another Staff Member's Dashboard

  1. Reports
  2. How to View Another Staff Member's Dashboard

    3. 2 min read

Staff Access Level: Full Access

Jane Plan: All plans

Add-On required: No

Geography: 🌐 All geographies

As a Full Access user, you can view the Practitioner Dashboard for any staff member at your clinic. This guide walks through how to access another staff member's dashboard and what you'll be able to see.

Getting Started

Before you get started, make sure the following is in place:

  • Dashboard permissions — Your own dashboard permissions must be set to Enabled or Enabled with Financial Metrics. Full Access users whose own dashboard access is not enabled cannot view another staff member's dashboard.

Instructions

To view a staff member's Practitioner Dashboard:

  1. Go to the staff member's Staff Profile.
  2. Click View Day Sheet / Dashboard.

What to Expect

The staff member's dashboard opens with their metrics for the selected date range. The metrics visible to you depend on your own dashboard permission level, not the staff member's.

  • If your own permissions are set to Enabled, you'll see all standard metrics but no financial metrics, regardless of the staff member's permission level.
  • If your own permissions are set to Enabled with Financial Metrics, you'll see all metrics including financial metrics.

Important Notes

  • A Full Access user whose own dashboard permissions are not enabled cannot view their own dashboard or anyone else's. Full Access users can still find the same information under the Reports tab.

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