What happened
What this says
As at Fri 9 Oct 2026An account manager could not view the main customer dashboard despite having access to other dashboards. Bethan Lister found the user was missing a dashboard-specific role; she added it retroactively. Resolved 17 October 2025.
Problem: a team member could not access one dashboard while accessing others successfully. Handling: Bethan diagnosed a missing dashboard role and added it retroactively. Watch: the customer is expanding dashboard access across their team, indicating adoption beyond initial users.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelweb
First response (min)370
CSAT5
Helpdeskmade from
Trail
- created · Alan Rennie 13 Oct 2025 14:07Hi, one of our account managers isn't able to see the main customer dashboard even though they should have access. Can we sort this out?
- Public reply · Bethan Lister 13 Oct 2025 20:17Hi Alan, Just so I've got this right, they can log in but the dashboard isn't showing up for them? Can you tell me their details so I can check their permissions on our end? Thanks, Bethan
- Public reply · Alan Rennie 15 Oct 2025 15:43Hi Bethan, yes that's right. The user is from our account management team. They can access other dashboards fine.
- Public reply · Alan Rennie 17 Oct 2025 15:10They just told me they can see it now! Thanks for looking into that. What was the issue?
- Public reply · Bethan Lister 17 Oct 2025 15:23Great news. They were missing a role that had been added to the dashboard in the admin settings. I've added it retroactively. Should all be good now. Thanks, Bethan
- Status change · 21 Oct 2025 23:59
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