The ability to segment the Dashboard / create targeted Dashboard
complete
N
Nicole Giancola-Meehan
Similar to the Tasks feature, it would be beneficial to be able to segment the Dashboard so that individual team members could quickly and easily identify and complete their "to-do" lists.
See attached image for an example of a current work-around.
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Loyalsnap Team
updated the status to
complete
Hi Nicole — this is now live. Role Based Dashboard Views lets you segment the dashboard by role: create roles for your team, assign them, and control which dashboard categories each role can see. That means each team member can land on a focused dashboard showing only the categories relevant to them, while more experienced staff or managers see the fuller set. It also covers the case a few of you raised — keeping certain categories visible only to specific staff — since visibility is set per category, per role. Admins always see every category.
Setup steps are here: https://loyalsnap.zendesk.com/hc/en-us/articles/53648184698779-How-to-Set-Up-Role-Based-Dashboard-Views
Thanks for the detail in this request (and to everyone who voted) — it directly shaped how we built it. Try it out and tell us what you think.
Loyalsnap Team
updated the status to
under review
Nathan Wisdom
StretchLab Grosse Point, Troy, Shelby and Rochester Hills requested this today
Nathan Wisdom
Brian Goldstein request (StretchLab 5 locations + some)