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Implementation and Onboarding
How to manage dashboard user access
My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.
Steps:
- Set Up Files>User Access Groups to define access for each specific group.
- Select which access user group that needs to be managed
- Select the transaction type, and the desired user access and click on the arrow keys
Users can also navigate to Select the tile name to launch the Dashboard Tile Form and click the Select for User Access Groups link on the top right.