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You can allow or disallow users to have access to financial information in dashboards and widgets. This is done by adding or removing the financial role of specific MSPbots users. This article gives a guide on how to do the following: 

Add

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or remove access to financial widgets

1. Go to Widgets on the MSPbots menu and find the widget whose access needs to be modified. 
2. Hover over the ellipsis ... button on the widget and click Edit. 
   
3. When the Widget Builder opens, click the Info tab and go to the Role section. 
   
4. Add the role(s) that should have access to the widget, or delete the role(s) that should be restricted from accessing the widget. 
5. Click Apply.

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