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User Profile Dashboard Settings

Choose what visibility rules apply to information on your user dashboards.

Updated over 4 months ago

About this feature: These settings can be used to determine which administrators have access to viewing Custom Field information and other module specific information on user dashboards.

For example, some administrators are unable to see Custom Fields due to the limited administrator role applied to their profile. To allow them the ability to view the select Custom Fields configured to display on the dashboard you can disable "Enforce Visibility Permissions for Custom Fields".

Enforce Module Permissions for General Information

This setting controls the visibility of information that is module-specific in the top section of a profile’s dashboard.

Module specific information includes items such as:

  • Next shift

  • Most recent contribution

  • Total hours logged

  • Total donations

For example, if a person is a Donor and a Volunteer, and an administrator viewing the profile is only a Volunteer administrator and this is checked, they will not see the basic Donor information that is displayed in the dashboard. If it is left unchecked, they will see the Donor information, even though they are not a Donor administrator.

Note: This setting is related to the module access the limited administrator has.

Enforce Module Permissions for Custom Fields

This setting controls the visibility of the Custom Fields shown in the dashboard.

For example, if a person is a Donor and a Volunteer, and the administrator viewing the profile is only a Donor administrator and this is checked, only the custom fields that are specific to the donor module will be displayed. If it is unchecked, both Volunteer and Donor custom fields will be displayed to the limited administrator.

Note: This setting is related to the module access the limited administrator has.

Enforce Visibility Permissions for Custom Fields

This setting controls the visibility of the Custom Field section in the dashboard.

If unchecked, a limited administrator who does not have the capability to view custom fields will still see the custom fields that are displayed on the dashboard. If this setting is checked, only administrators who have the capability to view custom fields will see the section.

Note: This setting is related to the capabilities and access the administrator has been granted according to their limited admin role.

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