📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊
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Comments
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Hey @Seda and @Manuel Oliveira
I would love to use the insights dashboard because it's a pretty powerful native reporting tool, but there is a major permission flaw that is keeping my team from using it as intended.
Can you take a look at the "See other users" and "See other users' statistics" permissions?
To put simply:
With these 2 permissions, we can't hide other users from the rest of the CRM while showing them in aggregate using a dashboard to create a sort of team leaderboard. You either get both on or both off, which can't work for an owner-only private sales workflow in need of a team leaderboard also.0