In today’s fast-paced business environment, controlling what information your team accesses within your CRM can dramatically influence productivity and security. By using TechEsperto’s Dashlet Roles plugin for SuiteCRM, organizations can refine user access to dashlets based on specific roles. This flexibility fosters a cleaner dashboard necessary for streamlined operations.
Experience Enhanced Control with Dashlet Roles
TechEsperto’s Dashlet Roles plugin provides an effective solution for SuiteCRM users who need to tailor dashlet visibility independently of their module permissions. Whether for mundane tasks or strategic data analysis, users can be given or denied dashlet access with administrative ease.
Through an intuitive interface, this plugin allows administrators to configure role-based permissions swiftly. As seen below, managing these settings is straightforward and customizable.
Why Choose Dashlet Roles?
The main advantage of Dashlet Roles is the unprecedented level of control it offers administrators over user dashboards. Users can effortlessly disable unnecessary dashlets through a simple checkbox method in the administration settings, maintaining dashboard clarity for relevant personnel only.
Not only does this enhance user efficiency, but it also adds a secondary layer of data security. By preventing users from accessing non-essential data, your CRM data remains secure and visible only to those who are explicitly authorized.
Installation and Use
Once installed, viewing and managing dashlets becomes an easy task. Both custom module dashlets and other custom dashlets are supported under this plugin.
- Log out from admin
- Login as a normal user with assigned roles
- Visit the Dashlet HomePage and add necessary Dashlets
Additional Features
The plugin integrates seamlessly with all major workplace applications, providing users with a central hub for customer insights and personal tasks. It’s part of SuiteCRM’s aim to provide tools that fit both simple and complex business needs.
Administrators can replicate dashboard configurations across users, security groups, or roles without logging into each account individually, thus saving time and ensuring uniformity.
Maintaining a Secure Environment
In line with security best practices, the plugin ensures that only one user can log in per account at a time. This preventative measure against credential sharing fortifies SuiteCRM’s overall framework reliability.
Final Thoughts
Discover how SuiteCRM’s Dashlet Roles by TechEsperto can optimize your CRM operations by visiting SuiteCRM’s Plugin Hub. For assistance or to see the magic of role-based dashlet allocation firsthand, reach out for a demo today.
