Dashboard settings

Dashboard settings

REQUIRED PERMISSIONS

Access to Dashboard Settings is controlled by user roles.

Two permissions determine access:
  1. ViewDashboard Settings – allows users to open and review dashboard settings.
  2. EditDashboardSettings – allows users to modify dashboard settings.
Default Access
The Administrator role automatically includes both permissions.

Assigning Permissions
When creating or editing a custom role, administrators can assign or remove these permissions to control which users can view or edit Dashboard settings.


Appointments

The Appointments tab in Dashboard settings allows administrators to configure which appointments appear in the Appointments section of the Dashboard by excluding selected statuses or appointment reasons.



EXCLUDE STATUSES

This setting hides appointments with selected statuses from the Dashboard. For example, excluding the "Cancelled" status helps users focus on relevant patient appointments.

  1. Multiple statuses can be selected, or none.
  2. By default, the "Cancelled" status is excluded.
EXCLUDE REASONS

This setting hides appointments with selected appointment reasons from the Dashboard. For example, internal or non-patient activities can be excluded to display only relevant patient-facing appointments.

  1. Multiple reasons can be selected, or none.
  2. By default, no reasons are excluded, so all appointments are displayed unless otherwise configured.


Upon SAVE, changes apply immediately for all users.

    • Related Articles

    • Scheduler settings

      General Default working hours The DEFAULT WORKING HOURS are universally applied within the company unless specific working hours are indicated in the LOCATION SETTINGS. Specialist working hours can either follow the default schedule or be customized ...

    • Company settings

      Default settings These settings are accessible to admins only. They are applied company-wide to users who have not configured their own settings. See how to configure your own settings in MY PROFILE. Default environment: this field will show which ...

    • Survey settings

      General Use this tab to set how long a survey remains editable after it is created. You can enter a value in hours, with the following limits: Default: 24 h Minimum: 0 h Maximum: 10,000 h Format: Whole numbers only This helps ensure surveys stay open ...

    • Inventory settings

      How to manage settings To ADD a battery type, manufacturer, supplier or any other inventory entity, go to the respective tab and click the corresponding control in the upper right corner (e.g., +REPAIR REASON). When adding new inventory entities ...

    • Finance settings

      NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related [AU] ...