📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊

Manuel Oliveira
Manuel Oliveira Admin Posts: 803
500 Comments 100 Likes Second Anniversary 5 Answers
edited July 2022 in Sales CRM #1

If you were not able to catch the live webinar last week, or just want to watch it again, just click play  ▶️


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  • Bobby_37242
    Bobby_37242 Member Posts: 24
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited August 2021 #2

    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.