Before You Begin
You must have administrative access to User Management and Dashboard settings
Each user who needs personalized dashboards must have dashboard editing permissions in their role settings
Determine which reports and data each team member should see on their dashboard
Steps
Step 1: Enable Dashboard Permissions for Users
Before creating personalized dashboards, ensure each team member can access and edit dashboards.
Go to Settings > CRM Settings > User Management > Roles
Select the role assigned to the team member
Click Edit Role Options, then Assign Privileges Directly to Role
Make sure Dashboard permissions are checked
Click Save
Have the user log out and back in for the change to take effect
Step 2: Create a Dedicated Dashboard Per Team Member
Create individual dashboards with descriptive names for each user.
Go to the Dashboard section in the CRM
Create a new dashboard and name it after the team member (for example: "Sarah - My Leads")
Add the report graphs relevant to that person: their leads, outreach attempts, call logs, etc.
Step 3: Add the Specific User to Each Report Graph
This is a crucial step that's easy to miss. Adding a user to a dashboard does not automatically add them to every graph on it.
On the dashboard, click Edit on each report graph
In the graph setup, add the team member's name to the user list for that graph
Repeat this for every graph on the dashboard
Click Save after each one
Step 4: Add Filters to Scope Each Graph to That Person's Records Only
Configure filters to ensure each dashboard truly only displays records belonging to that user.
While editing a report graph, look for the filter or criteria options
Set Assigned To equal to the team member's name
Add any additional filters you need such as record type, date range, etc.
Save the graph settings
💡 Pro Tip: Without this filter, the graphs will show data for everyone, so this step is what makes each dashboard truly personalized.
Step 5: Use Login As Feature for Easy Configuration
As an administrator, you can easily configure dashboards for other users without needing their passwords.
Go to Settings > User Management > Users
Find the team member you want to configure dashboards for
Click the Login As option next to their name
You will be logged in as that user and can configure their dashboard as they would see it
When finished, log out to return to your admin account
⚠️ Note: If you don't see the Login As option, your current role may not have that permission enabled.
Verification / Expected Result
After completing these steps:
Each team member will have their own named dashboard
The dashboard will display only their assigned records and data
Reports and graphs will be filtered to show information specific to that user
Users can access their personalized dashboard from the Dashboard section
Important Limitations
⚠️ Privacy Consideration: The CRM does not currently have a native feature to share a dashboard exclusively with one specific user. Anyone with dashboard access can technically view other dashboards if they know where to look. The approach above using role-based access combined with per-graph user filters is the best available solution.
If true privacy between team members is a hard requirement, contact Dazos support to log this as a feature request with the product team.
Troubleshooting / Common Errors
Dashboard shows everyone's data: Verify that you've added the "Assigned To" filter to each individual graph and that the team member's name is correctly specified in the user list for each graph.
User cannot see dashboard: Confirm that their role has dashboard permissions enabled and that they've logged out and back in after the permission change.
Cannot use Login As feature: Check that your admin role has the necessary permissions to log in as other users, or ask the user to help configure their dashboard directly.
Related Resources
How to Restrict Field Edit Permissions to Specific Users/Roles in Dazos CRM
How Do I Enable Admin Access For My Users?
How to Create a User in Dazos CRM