Not every person at a customer should see everything. A caretaker needs to know what is planned for the week; a board member wants the record and not the prices; an insurer's contact should see that the work was done, not at what time of night. The portal shows the same pages to everybody, so the difference is made per person: every account you let in carries four switches under Dashboard visibility, and they apply to that person's whole dashboard, every customer they have access to with you.
The four switches
| Switch | On | Off |
|---|---|---|
| Show dispatches | The dispatch lists and their details are visible | No Dispatch overview, no Dispatch history, no drill-down into an address's dispatches, no Export CSV |
| Show prices | Prices, costs and other amounts are visible | Amounts read 0, the Prices and Extra fees of an address are empty |
| Show upcoming work | Planned dispatches that have not happened yet are visible | Planned dispatches is empty, the locations are included in upcoming dispatches counter reads 0, and a dispatch that has not started cannot be opened |
| Show end time | Visit times include the clock time | Check-in and check-out are shown as the date only |
All four are on by default, so an access you granted before these switches existed shows what it always did.
Set them when you grant access
On the customer's Customer account access tab, Add opens the invitation or the sharing popup, and both end with the Dashboard visibility block: flip what this person should not see before you press Invite or Continue. The same block sits on New customer access under Dashboard for Customers. How the grant itself works is in Give a customer access to the portal.
Change them later
- Open Locations → Customers, click the customer and go to Customer account access.
- Each account row has a small settings button. Press it: Dashboard visibility opens, headed with the person's name and e-mail.
- Flip the switches and press Save. Dashboard visibility updated. confirms it, and the person sees the change the next time their portal loads.
Good to know
- The switches belong to the person, not to the customer: two people on the same customer can see different things, but one person with access to three customers has one setting for all three. Change it from any of those customers' access rows and it changes everywhere; granting that person a further customer applies the choice you make then to their whole dashboard.
- They are enforced by the server, not hidden by the page. A hidden price is not in the data the portal receives, a hidden end time is cut to the date in your business's time zone before it leaves, and the CSV export carries exactly what the screen shows. There is nothing to reveal by looking harder.
- They sit on top of what you share per address. Share end time with customer and Hidden from customer on an address still apply; an access with Show end time off sees the date only even on addresses that share their end time.
- When you open the portal yourself with Open dashboard, you see everything, because you are not one of the customer's accounts and carry no switches. To check what a particular person sees, read their row rather than the screen; see View the portal as a customer.
- Hiding prices from a customer is a different thing from hiding them from yourself on screen; the sidebar toggle for that is in Hide amounts on screen.