Home Dashboards

What are Home Dashboards?

Home dashboards let you build custom dashboards and curate data that you and your team checks on a regular basis.

For example, you can create a custom home dashboard to stay on top of your daily tasks and track daily visitors in as a space manager.

You can also share your home dashboards with other admins in your location to help your team stay on top of important and ever-moving data.

How Home Dashboards work

You create the dashboard and then add any number of cards. Each card on your dashboard can pull data from your account, such as bookings, invoices, opportunities, and more. All dashboard tabs you create are only available to you by default. You can easily share them with all other admins in your location.

FAQ

Do I need a specific role to create home dashboards?

No, any full unrestricted admin and any roled admin with the BusinessSettings permissions can create and share home dashboards.

Can I share my dashboards with specific admins only?

No, your're the only user who can see your dashboards by default. You can share your dashboards to make them visible for all admins in your location.