How do I grant someone access to my Dashboard?

To grant someone access to your Dashboard, assign them a user role with the necessary permissions.

Explanation: User permissions are managed through user roles in the system. You can allow other users to access your Dashboard by editing a user role's permissions. Follow these steps to grant someone access to your Dashboard:

1. Navigate to the main menu and click on "Settings."
2. Under "Settings," select "User Roles."
3. Choose the user role you'd like to grant Dashboard access to and click on "Edit."
4. Scroll down to the "Dashboard" section in the permissions list.
5. Check the boxes for the permissions you want to grant, such as "View" or "Edit."
6. Click "Save" to apply the changes.

After updating the user role's permissions, you must ensure the person you want to grant access to has that specific role assigned to their user account. Here's how to do it: