Forum

Ask, reply and learn. Join the community of Akaunting.

New Discussion

Add dashboard to client portal

Let Wheeler    ( User )

Commented 8 months ago

I am trying to add a dashboard That I created in admin to the client portal dashboard menu. I gave the customer permission to dashboard and the widgets I added to that extra dashboard.

I am stumped on how to add this to the client portal. Somebody available to help me?

Denis Duliçi    ( Admin )

Commented 8 months ago

Unfortunately, that's not possible.

Let Wheeler    ( User )

Commented 8 months ago

Can reports be added to the client/customer portal?

Leonardo Gomes    ( User )

Commented 8 months ago

Hi Aletta, I believe you can build a custom module that adds a menu to the Client Portal and then show your reports.

Maybe Denis can confirm this solution

Jay    ( User )

Commented 8 months ago

Thank you Leonardo. I worked it out. I gave the client admin access. I created a second dashboard in admin and gave the client permission to that dashboard. I gave the clients permission to view common dashboards, widgets and one report. I added the common.dashboard link to the portal menu.
It opens the second admin dashboard nicely with widgets and a report link.

Please login or register to leave a response.

Showing 1 to 5 of 5 discussions