N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
...
To access the Accounting Mapping feature
The Accounting Mapping feature allows users to display and map their chart of accounts in MSPBots and use it to create widgets, bots, and dashboards. Only users with a financial role can use this featurehave access to Accounting Mapping.
To limit access to information on widgets
- Go to Widgets on the MSPbots menu and find the widget whose access needs to be modified.
- Hover over the ellipsis ... button on the widget and click Edit.
- When the Widget Builder opens, click the Info tab and go to the Role section.
- Select Financial in the Role dropdown and unselect the roles not needed by the user.
- Click Apply.
...
- Go to Dashboards on the MSPbots menu and find the dashboard whose access needs to be modified.
- Hover over the ellipsis ... button on the dashboard and click Edit.
- When the Edit pop-up appears, go to the Role field.
- Select Financial in the Role dropdown and unselect the roles restricted from accessing the report.
Alternatively, you can click on the dashboard and click the Edit icon to show the Edit window with the Role field. - Click Continue to save.
...
Overview
Content Tools