Visibility of action centres and dashboards can be limited by user group, so each group only sees the workspaces and reporting relevant to them. The two are set up in different places.
How visibility works
- Whether a group can use these features at all is governed by the Action Centre and Dashboard group feature toggles, with Action Centre Management for creating and editing action centres. See User Groups and role feature toggles (Document ID: 248).
- Which specific action centres a person sees is set on each action centre's Permissions step.
- Dashboard visibility is not set from the dashboard screen; it is configured for you by a system administrator or SwiftFox Support.
Restrict an action centre by group
You need the Action Centre Management toggle to do this.
- Go to Settings → Features → Action centres.
- Find the action centre and click the pencil icon to open it in the Action Centre builder.
- Go to the Permissions step.
- Optionally start from a preset (Everyone or Only me), then under Add access for choose User or User group, set an access level, and click Add.
- Confirm at least one entry is listed, remove Anyone, then finish the builder.
Full detail: Creating an Action Centre & permissions (Document ID: 152).
Restrict a dashboard by group
Ask your system administrator or SwiftFox Support to set which groups can see the dashboard.
If you cannot see an action centre or dashboard you expect
- Check with your system administrator first — your group may not have the relevant feature toggle switched on, or may not be included in that item's permissions.
- If your administrator cannot resolve it, SwiftFox Support can check the visibility for the specific action centre or dashboard.