The Dashboard in Daai Business Suite shows different sections to different users. What you see on your Dashboard depends on your role and the permissions given to that role.
Default Role-Based Access
- Admin: Can see all sections on the Dashboard.
- Basic Employee Access: Can see only:
- Holiday Calendar
- Announcements
- Leaves Section (own leaves)
All other parts of the Dashboard will be hidden from employees with basic access.
Custom Role Setup
If needed, your company can create custom roles and grant permissions to show or hide any of the Dashboard sections per the user’s responsibilities. You can pick and choose which parts of the Dashboard each role should see.
Permissions That Control Each Card
| Card | Permission required |
|---|---|
| Financials | Read on Reports (or financial summary permission) |
| Attendance Today | Read on Attendance |
| Holidays Calendar | Always visible |
| Announcements | Always visible |
| Follow-ups | Read on Prospect or Opportunity |
| User’s Leaves (Next 30 Days) | Read on Leaves |
| Leads by Source | Read on Lead |
| Sales Funnel | Read on Opportunity |
| Financial Charts (Stats + Average) | Read on Reports / Financial summary |
By assigning the correct permissions to each role, users will only see those parts of the Dashboard that match their job role.
How to grant access
- Open Users → Roles.
- Edit the relevant role.
- Tick the matching modules’ Read permissions.
- Save. The dashboard rebuilds on the user’s next page load.
Important Rule
✅ No matter which role or permission a person has, these two cards are always visible to everyone because they contain common and important information for the entire team:
- Holiday Calendar
- Announcements Section