View role-based dashboard
After login, a user sees a default dashboard tailored to their role with pre-built widgets showing relevant metrics.
When this happens: User logs in or navigates to the Dashboard section.
Step by step
- 1
Log in or navigates to Dashboard.
EasyCRM determines the user's role. EasyCRM loads the default dashboard layout for that role. EasyCRM looks up data for each widget, scoped to the user's access level: - SR: own records only. - SM: own + team records. - MU: marketing data + read-only pipeline. - SA: own tickets + unassigned. - EX: all records (read-only). - ADM: all records + system health. EasyCRM renders the dashboard with role-specific widgets (e.g. SR sees: My Pipeline funnel, Revenue Forecast, Open Tasks, Recent Activities, My Leads, Upcoming Close Dates).
- 2
Views the dashboard. Can interact with global date range filter to adjust all widgets.
Other paths
No data available
A widget has no data for the your scope. EasyCRM shows: No data message (not an empty chart).
User has custom layout
If user has a saved custom layout — loads that instead of the default.
Pinned shared dashboard
User has pinned a shared dashboard as their default — loads the shared dashboard with data scoped to the your access level.
Good to know
- All dashboard data is scoped by the your role and access level.
- Data scoping is enforced at the API level for every widget query.
- Date range filter applies globally to all widgets.