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Status Planned
Workspace Case Management
Categories Roles & Permissions
Created by Guest
Created on Jan 12, 2023

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home only wants these users to be able to access a case in the app and add locations/personal items. They were able to add columns in the Passare dashboards for financials and social security numbers. They are in need of stricter permissions for the decedent tracking app as well as what these users can do on the dashboard page.

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