Unlocking the Potential of Custom Dashboard Widgets Understanding Date and Time Formats: Dashboard widgets currently follow a standardized system time zone and date format to maintain consistency. We are actively developing a feature that will allow you to customize these formats according to your needs. Roles and Access Levels: Account Admin: Granted view-only access. Account User: Access is granted based on user-specific permissions. Adjusting Dashboard Permissions: Navigate to Staff Settings: Go to the "My Staff" section within your settings menu. Edit User Permissions: Click the "Edit" option next to the user whose permissions you want to modify. Select and Update Permissions: Within the "User Permissions" section, make the necessary adjustments to the user’s access levels. Understanding Dashboard Permissions: Dashboard Stats: Provides view-only access to the entire dashboard for both Account Admins and Users. Contacts: Grants access to all contact information and related widgets. Opportunities: Allows access to all opportunity data and associated widgets. Appointments: Permits access to all appointment-related data and widgets. Lead Value: Provides access to widgets displaying monetary values on the dashboard. Only Assigned Data: If enabled, custom widgets will display no data unless assigned specifically. Configuring Widgets for Personalized Data: To ensure widgets display data relevant only to individual team members, set the conditions within each widget to USER -> LOGGED IN USER. This setting will personalize the widget data based on who is logged in.