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You can restrict some users from viewing confidential information such as financial reports.

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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. 
   
   
   1. When the Widget Builder opens, click the Info tab and go to the Role section. 
      
3. Delete all the roles you don't want to grant access to.
4. Click Apply.

To limit access to reports and information on dashboards

1. Go to Dashboards on the MSPbots menu and find the dashboard whose access needs to be modified. 
2. Hover over the ellipsis ... button on the dashboard and click Edit. 
3. When the Edit pop-up appears, go to the Role field and remove the users restricted to access the report. 
   
   Alternatively, you can click on the dashboard and look for the Edit icon to show the Edit window and edit the Role field. 
   
   
4. Click Continue to save.  

Note: Currently, there is no feature in the app that enables users to change role access for multiple assets simultaneously. If you need to update a batch of assets, send the list of assets and the corresponding role access to the MSPbots Support Team at support@mspobots.ai. .  MSPBots Support Team and provide the list of investments and the desired role access.

To create and delete roles, and to assign or remove roles access to specific menu items or tabs in the app, please refer to Role Management in MSPbots. 

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