Use this workflow to show or hide the CRM dashboard panel for an admin or executive dashboard session.
When to use this workflow
Use this workflow when you want the main dashboard to include or hide the CRM metrics dashboard for admin or executive use.
This does not change CRM module access. It only controls whether the CRM metrics panel appears on the main dashboard.
Before you start
You need admin or executive access.
Screen path
Dashboard > System Settings > CRM
Steps
- Open
System Settings. - Find the
CRMgroup. - If the row says
Enable CRM Dashboard, select it to turn the CRM dashboard on. - If the row says
Disable CRM Dashboard, select it to turn the CRM dashboard off. - Close System Settings and review the main dashboard.
The status pill changes between On and Off.
What happens behind the scenes
PAX saves the preference in browser local storage and sends an in-browser update event. The dashboard listens for that event and updates without a full page refresh.
Because this is a browser preference, it does not create audit history, update tenant setup, or affect other users.
Troubleshooting
The CRM dashboard did not update immediately
Likely cause: The browser event did not refresh the dashboard state.
Safe fix: Close System Settings. PAX also resyncs the preference when the modal closes. If needed, refresh the page.
Contact support if: The setting keeps reverting in the same browser.
The CRM dashboard is visible for a sales-only user
Likely cause: Sales-only users always see the CRM dashboard.
Safe fix: No settings change is needed; this is expected behavior.
Contact support if: A non-sales admin or executive cannot hide the CRM dashboard after toggling it off.