Give/limit user access to the Sales Dashboard

All users can have access to the sales dashboard if awarded by the subscription Admin. If you have access to Admin login to your Workshop Software account, then go to:

2. Click on the blueĀ ‘pencil’Ā icon for the correspondingĀ username that you want to edit and give them access to the sales dashboard

3. Click on the ‘Dashboard Privileges’Ā toggle toĀ FULL. Then click on the greenĀ ‘Save’Ā button to save changes.

This user will now have access to see:

  1. Today’s sales
  2. Past week’s sales
  3. Past month’s sales
  4. Analysis charts (inc. sales, performance, hours and product details)

 

 

 

Please note:Ā if you want your 2nd Admin user or sub-user toĀ NOTĀ see the Sales Dashboard, you can remove their access by clicking theĀ ‘Dashboard Privileges’Ā toggle toĀ LIMITED.