The home page greets everyone with the same layout, but it should not show everyone the same numbers. Today's revenue, what customers owe you, what you owe suppliers and who your biggest customers are do not belong on a cashier's screen or a housekeeper's.
The Home Dashboard tab in Setup → Security Groups shows you, tile by tile, exactly what a group will see — and lets you change it before anyone logs in.
Before you start
- You need the User Management permission to open Setup → Security Groups.
- Decide by job, not by person. Visibility is set on the group, so everyone in "Cashiers" sees the same tiles.
- Have a quick look at the Access Roles tab first. Dashboard tiles are unlocked by the same access roles that open the rest of the app — there is one list of grants, not a separate one for the dashboard.
Steps
- Go to Setup → Security Groups and open the group you want to check.
- Click the Home Dashboard tab. The count beside the tab (for example
13/42) is how many of the 42 tiles this group can see. - Read the banner at the top of the tab. It tells you in one line whether any tiles showing money or balances are visible to this group, and how many.
- Work down the list. Tiles are grouped the way they appear on the home page —
Financial, Sales, Hotel, Alerts and so on. Each row shows:
- a tick when the group can see it;
- a small label for the kind of tile — KPI, Chart, List or Action;
- an amber Management data label on anything showing money, balances or a customer ranking;
- the access role the tile needs, written underneath as Needs ….
- Tick a tile to show it, untick it to hide it. Read the note in step 6 first.
- Ticking a tile grants the access role named under it, and that role also opens its screens elsewhere in the app. Ticking Today's revenue grants Financial Statements, which also opens the financial reports. Untick it and both go away. This is intentional: someone who may read the revenue report may read the revenue tile.
- Because several tiles share one access role, ticking one often ticks its neighbours. The list updates as you click, so you can see immediately what else moved.
- Click Save.
- Ask the affected user to sign out and back in. Their dashboard is cached for a short while after a change.
Tips
- Check the cashier and the receptionist first. They are the groups most likely to be sitting in front of a customer-facing screen.
- The tick reflects the result of the group's access roles. If a tile will not untick, look for a second role granting it on the Access Roles tab.
- Hiding a tile hides it on both home views — the Today board and the configurable Insights board. A hidden tile is not offered under Customize → Add widget either.
- Guest balances are deliberately separated from room work. A housekeeper with Room Management sees occupancy and the in-house list, but not Upcoming billings, which needs Folio Management.
- Dashboard Access is the master switch. A group without it gets no dashboard at all, whatever the individual tiles say. Every standard role template includes it.
Common problems
"The tile is hidden but the number still shows somewhere else." The dashboard mapping covers the home page. A report the user can still open is governed by that report's own permission — check the Access Roles tab.
"I unticked a tile and a menu disappeared too." That is the coupling described in step 6. The access role you removed also gated a screen. Re-tick the tile to restore both, then decide which you actually meant to remove.
"The Home Dashboard tab is empty." No dashboard tiles are published for this tenant's edition. Nothing is wrong with the group — there is simply nothing to configure.
"A user says their dashboard is blank." Either the group holds none of the tiles, or it is missing Dashboard Access. Open the group, check the count beside the Home Dashboard tab, then check the Access Roles tab for Dashboard Access under System Access.
"Changes did not take effect." Have the user sign out and back in. If it still looks wrong, confirm you edited the group that user actually belongs to — Setup → Users shows each user's group.
"A widget the user pinned earlier is gone." That is correct. Pinned Insights widgets are dropped when the access role behind them is revoked, so an old layout cannot keep showing figures the group no longer holds.