The CRM Dashboard setting controls whether admin and executive users see the CRM metrics dashboard on the main dashboard in the current browser.
What this setting is for
Use this setting when an admin or executive user wants to show or hide the CRM dashboard panel on the main dashboard.
Sales-only users always see the CRM dashboard. This setting does not remove it for sales-only users.
Screen path
Dashboard > System Settings > CRM
How the setting appears
The row label changes based on the current state:
| Current state | Row label | Status pill |
|---|---|---|
| Hidden | Enable CRM Dashboard |
Off |
| Visible | Disable CRM Dashboard |
On |
Selecting the row toggles the setting immediately.
Only admin and executive users see this CRM setting inside System Settings.
What happens behind the scenes
This setting is stored in browser local storage as crmDashboardVisible. PAX also broadcasts a browser event so the dashboard updates immediately after the toggle changes.
This setting does not update a database record, change user roles, change CRM permissions, or affect what another user sees on a different browser.
Troubleshooting
I turned the CRM dashboard on but another user does not see it
Likely cause: The setting is stored in the current browser for the current user experience, not as a tenant-wide database setting.
Safe fix: Have the other admin or executive user enable the CRM dashboard from their own browser if they want it visible.
Contact support if: The setting is on but the CRM dashboard never appears for the same user in the same browser.
I do not see the CRM setting
Likely cause: The setting is only shown to admin and executive users.
Safe fix: Ask an admin to review your roles.
Contact support if: You have admin or executive access but the CRM group is missing.