Dashboard permissions control whether a staff member can access the Practitioner Dashboard and which metrics they can see. This guide walks through how to review and update those permissions for yourself and other staff members.
Instructions
- Go to Settings > Dashboard Permissions.
- Find the staff member you want to update.
- Select one of the following permission options:
- Disabled: The staff member cannot access the Practitioner Dashboard. The toggle will not appear on their Day Sheet.
- Enabled: The staff member can toggle the dashboard on or off from their Day Sheet and can view all standard metrics. Financial metrics are not included.
- Enabled with Financial Metrics: The staff member can view all standard metrics plus financial metrics, including Total Billed, Total Collected, and Top Patients ranked by billing.
What to Expect
Changes to dashboard permissions save automatically. There is no save button to click.
🩵 Jane Tip: Not sure which permission level is right for your staff? If your clinic uses a commission structure that's independent of session revenue, you may prefer to keep financial metrics turned off for some practitioners.
Important Notes
- Dashboard permissions are configured per staff member. Each staff member can have a different dashboard permission level.
- A Full Access user whose own permissions are set to Disabled cannot view their own dashboard or anyone else's. Full Access users can still find the same information under the Reports tab.