What happened
What this says
Current to 13 Oct 26An 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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