Staff dashboard permissions
The following permissions are required to view individual staff dashlets:
DASHLET NAME | PERMISSION |
Configure button |
StaffMetaDashlet |
Assurance Details |
StaffAss |
Draft Fees as Owner |
StaffFees |
Jobs |
StaffJobs |
Job Portfolio |
StaffPortfolioByJob |
Leave |
StaffLeave |
Messages |
StaffMessages |
Portfolio |
StaffPortfolio, StaffPortBud |
Reports |
StaffReports |
Service Portfolio |
StaffPortfolioByServ |
Draft Fees as Creator |
StaffDraftCreator |
Staff Events |
StaffEvents |
Staff KPI |
StaffKPI |
Staff Productivity |
StaffProd, StaffProdBud |
Tasks |
StaffTasks |
Timesheets |
StaffTimesheets |
Top N Clients |
StaffTopN |
Job Controls |
StaffTaxJobs |
Global Productivity |
StaffFirmProd |
Global Portfolio |
StaffFirmPort |
Department Productivity |
StaffDeptProd |
Top Debts |
StaffDebts |
Staff Client Service Aging |
StaffCSAging |
Staff Client Service Budgets |
StaffCSBudget |
New and Uploaded Docs (PE Filer) |
StaffNewDocs |
PE Filer Documents |
StaffPEFiler |
Prospects |
StaffProspects |
Latest News |
StaffNews |