I have built a Monday CRM dashboard for my reps Jim, Joe, and Bob to track their monthly activity. I built this dashboard originally back in August of 2023, and I recreate it for them each month. This dashboard is based on an underlying Monday board with privacy restrictions to limit each person to only see data they either created or were assigned to. E.g. if each of my reps have 40 accounts, I (as the admin) can see all 120, but Jim can only see his 40 accounts - he can’t see Joe’s and Bob’s.
Historically, the privacy restrictions of the underlying board flow up through the dashboard. So say our full business sold $100K of sales last month, of which Jim did $40K.
When I visit the dashboard, “Total Sales” says $100K
When Jim visits the dashboard, “Total Sales” says $40K
This makes sense, because based on privacy settings, I can see all $100K of sales in the underlying dashboard. Jim can only see his $40K; he does not have access to Bob or Joe’s sales.
This is how it has worked since we started using this dashboard in 2023. But today, Jim mentioned to me that when he accesses the dashboard, he can now see everyone’s sales. He still does not have access to any of the items from his colleagues in the underlying board, but he can see all data when he looks via the dashboard. So if he goes to the underlying board, he’ll just see his 40 accounts with “total sales” of $40K. But when he goes to the dashboard, “total sales” will say $100K, and will include everything from Joe and Bob.
Is this an intentional feature change? Is this just a bug? Has anyone else run into this?
Hello @mpwolner It appears that the behavior of your monday.com dashboard has changed, allowing users like Jim to view aggregated data that they previously couldn’t access due to board-level permissions. Historically, dashboards respected the underlying board permissions, ensuring that users could only see data they were permitted to view. The current situation, where Jim can see the total sales of $100K on the dashboard despite only having access to his $40K on the underlying board, suggests a shift in how permissions are applied at the dashboard level.
This change could be due to a recent update or modification in monday.com’s permission settings. It’s also possible that specific settings on your dashboard or the connected boards have been altered, leading to this new behavior.
Recommended Actions:
Review Dashboard and Board Permissions:
Ensure that the permissions on both the dashboard and the connected boards are configured correctly. According to monday.com’s support documentation, dashboard permissions are designed to give owners control over what information can be changed or viewed at the dashboard level. It’s essential to verify that these settings align with your intended data visibility.
Determine if there have been any recent updates to monday.com that might have affected permission settings. Additionally, consider whether any team members with administrative privileges might have inadvertently changed settings that impact data visibility.
If, after reviewing the permissions and recent changes, the issue persists, it would be beneficial to reach out to monday.com’s support team or consult their community forums. Other users might have encountered similar issues, and the support team can provide insights or solutions tailored to your situation.
By taking these steps, you can identify whether the change in data visibility is due to a system update, a configuration change, or a potential bug, and take appropriate action to restore the desired permission settings.