Workslayr’s operational dashboards provide critical insights into your business, and controlling who sees what is paramount for data security and efficient workflows. Report visibility within Workslayr ensures that employees only access the data relevant to their role, preventing information overload and maintaining confidentiality.
You can manage report visibility through the granular control available in Workslayr’s role-based permission system. This means that access to specific dashboard tabs and widgets is tied directly to the roles assigned to your employees.
Admin Dashboard Report Visibility #
The Admin Dashboard is designed to provide a comprehensive overview of your company’s operations. This powerful dashboard features multiple tabs, each presenting different analytics:
- Overview Tab: Summarizes key metrics like total clients, employees, projects, overdue invoices, hours logged, pending tasks, today’s attendance, and unresolved tickets. It also displays various graphs for income, timesheets, leaves, and activity.
- Project Tab: Focuses on project-specific metrics such as total projects, overdue projects, and total hours logged.
- Client Tab: Offers insights into client relationships, including total clients, leads, deals, conversion rates, and contract statuses, alongside charts for client-wise earnings and timesheets.
- HR Tab: Provides human resources analytics, detailing approved leaves, employee exits, attendance, and employee demographics.
- Tickets Tab: Shows metrics related to customer support or internal helpdesk tickets, such as resolved, unresolved, and unassigned tickets.
- Finance Tab: Displays financial metrics like total paid/due invoices, expenses, earnings, and pending amounts, along with associated charts.
For each of these Admin Dashboard tabs, administrators have the ability to filter data by date using a selector in the top right corner. More importantly, using the “Dashboard Widget Settings” cogwheel icon, administrators can control which specific widgets are displayed on their own view of each tab. This customization ensures that you, as an administrator, see the most pertinent information at a glance.
For employees without administrative privileges, access to these detailed Admin Dashboard reports is restricted. This restriction is automatically enforced by their assigned roles within Workslayr. Understanding the different permission types will help you configure employee access appropriately.
My Dashboard Widget Visibility #
Conversely, every employee, including administrators, has a “My Dashboard.” This dashboard focuses on information relevant to the individual user. Employees can customize their “My Dashboard” by toggling various widgets on or off using the “Dashboard Widget Settings” cogwheel icon. Available widgets include Profile Info, Birthdays, My Tasks, Weekly Time Logs, Leads, Appreciations, Tickets, and Project Statuses, among others. While employees can choose which of these personal widgets to view, the content within these widgets is automatically filtered to display only their own data or data they have permissions to see.
For example, an employee might see the “My Tasks” widget, but it will only show tasks assigned to them, not all pending tasks across the company. This ensures a personalized and relevant experience while maintaining data segregation based on user roles and permissions.
Understanding data scope in reports within Workslayr’s permissions explained is crucial for ensuring that users only view the information relevant to their responsibilities. This feature dictates what data an employee can see when accessing various reports and dashboards, providing an additional layer of data security and operational clarity beyond general role permissions.
Workslayr’s robust permission structure allows administrators to define not just *what* a user can do (e.g., view projects, manage leads), but also *whose* data they can see. This means that while two employees might both have permission to “view reports,” their individual data visibility can differ significantly based on their assigned roles overview and any specific employee permission overrides.
Defining Report Data Scope #
The flexibility in defining data scope ensures that sensitive company information, such as financial purchase orders, confidential client profiles, or detailed employee performance metrics, is only accessible to authorized personnel. This control is fundamental for maintaining operational efficiency and compliance.
When you configure roles, especially when creating custom roles, you can specify the extent of data visibility for different modules. For instance, an Admin could have full visibility across all expenses, clients, and projects, while a sales agent might only see deals and proposals pertaining to their assigned deal agents.
Practical Applications #
Consider the following scenarios where data scope is applied:
- Project Managers: A project manager might only have permissions to view project reports, time log reports, and expenses for the projects they directly manage, not all projects across the company. This prevents them from seeing sensitive budgetary information for other departments.
- HR Personnel: While HR might need to view all employee attendance tracking and leave management details, their access to invoice and estimate data would be restricted.
- Sales Team: Sales team members can typically view lead contacts and deals & pipelines related to their quotas. However, they wouldn’t necessarily have access to global project reports or company-wide financial expenses.
These distinctions allow businesses to manage information effectively, preventing data overload and enhancing security. By carefully configuring the permission types and data scope within each role, you can build a system that aligns perfectly with your organizational structure and data governance policies.
Export permissions control the ability of users within specific roles to download data from Workslayr. These permissions are configured when creating custom roles or modifying existing ones, influencing what data a user can extract from the system.
Workslayr offers granular control over export capabilities. Administrators can specify which data categories individual roles can export. This prevents unauthorized data downloads while allowing necessary access for operational tasks.
Configuring Export Permissions #
Export permissions can be set for various data types within Workslayr:
- Timesheets: Control whether a role can export time log reports.
- Projects: Determine if users can export project lists and details from the Projects module.
- Invoices: Manage export access for invoices and related financial documents.
- Employees: Restrict or allow the export of employee data.
- Clients: Control the ability to export client lists and profiles.
- Expenses: Set export permissions for expenses records.
- Tasks: Manage who can export lists of tasks.
These permissions are part of the broader permission system, which also includes employee permission overrides for specific scenarios.
