Dashboard Access & Feature Configuration
The right information. The right people. The right level of control.
Configure dashboards, hierarchy scope, filters, widgets, reports and platform features from one central user-permission workspace.
The new Dashboard Access & Feature Configuration panel gives Team Leaders and System Administrators one place to configure a user's contact information, licence access, organisational scope, dashboards, filters, widgets and reports.
It supports a tailored user experience while strengthening governance: users receive the tools they need, see only the information appropriate to their role, and retain wider read-only visibility only where they are included in the RACI matrix.
Easy Access from the Org Chart
Select the relevant team or staff member in the Org Chart, then click the Permissions icon in the Team Details panel. The full Dashboard Access & Feature Configuration workspace opens in one click.
- Select a team or team leader in the Org Chart.
- Review the Team Details panel on the right side of the screen.
- Click the Permissions icon to open the configuration workspace.
Hot tip
This is the quickest route to configure dashboard access and permissions for the selected team member.
Recommended screenshot: Org Chart with the Permissions icon clearly visible.
Manage Contact Information in One Place
The same workspace now provides direct access to contact details, licence assignments and password administration. Click Manage Contact beneath the selected user to open the Edit Contact Information panel.
- Enter and update basic contact information.
- Assign or change the user's licence type.
- Enable or remove login access.
- Assign a password or send a password reset.
Why this matters
People, access, licences and password support are now managed from one central panel—no unnecessary switching between screens.
Recommended screenshot: Manage Contact button plus Edit Contact Information panel.
Configure Common Features & Access Scope
Define where the user can actively work, how far they can see, and which shared Presto features appear in their workspace.
Workability Scope
Sets the highest organisational level where the user can actively work, update, manage and edit records.
Visibility Scope
Sets a higher read-only level, limited to activities where the user is included in the RACI matrix.
Receive reminders, escalations and dashboard notifications.
Access customised guidance, support content and assistance tools.
View organisational structure and team hierarchy.
Access staff and stakeholder contact information.
View and manage platform roles when enabled.
Access linked client, vendor, partner and external account records.
Remember
Workability = can do and edit. | Visibility = can view where included in RACI.
Configure Dashboard Access
Enable or disable the Task Dashboard and KPI Dashboard, choose the views available inside each dashboard, and define the user's default landing view.
- Turn the Task Dashboard and KPI Dashboard on or off independently.
- Control available Task views: List, PDCA, Benefits, Calendar and Tasks.
- Control KPI views: SQDCP, BSC and the Hoshin Kanri X Matrix Workbench.
- Select one enabled view as the default landing view.
Apply Dashboard Defaults
Use the default button to quickly restore the recommended system configuration.
Configure the Task Dashboard
Personalise the Task Dashboard by enabling the work-type dashboards, filters, My Tasks widget and task reporting portfolio available to the user.
Standard Work, Issues and Projects dashboards can be enabled according to the user's role.
Enable RACI filtering and the Newsfeed to help users focus and stay informed.
Provide quick visibility of the user's personal tasks and assigned actions.
Executive milestone status and delivery tracking.
Summary of project progress by PDCA phase.
Overview of task activity and completion trends.
Latest comments, updates and task status information.
Portfolio-level reporting of strategic projects.
Timeline visualisation of milestones and activities.
Detailed task information and ownership reporting.
Monthly management summary highlighting progress and priorities.
Recommended screenshot: complete Task Dashboard configuration page.
Hot tip
Use Apply Task Defaults to quickly reset the user's Task Dashboard to the system-recommended configuration.
Configure the KPI Dashboard
Personalise the KPI Dashboard by enabling filters, action widgets, assigned management reports and out-of-the-box reporting views.
Control KPI analysis through RACI, overdue, trend, lead/lag and approval-status filters.
Provide quick access to KPIs requiring update, approval and CSV upload.
Give users access to reporting packs assigned specifically to their role.
Enable Bowler, Simple, OBEYA, Site and other KPI reporting formats.
Choose whether the Management Reports panel opens automatically on dashboard landing.
Apply the recommended KPI configuration in one click.
Recommended screenshot: complete KPI Dashboard configuration page.
Hot tip
Use Apply KPI Defaults to quickly restore the system-recommended configuration.
Save Before You Close
Permission changes do not take effect until they are saved. The full-width action banner remains visible at the bottom of the screen so the administrator never misses the final step.
Recommended next step: Select a test user from the Org Chart, review their Common Features, Dashboard Access, Task Dashboard and KPI Dashboard settings, then click Save & Close to apply the profile.
Outcome: Every user receives the right dashboards, the right information and the right level of control for their role.
Download the Dashboard Access & Feature Configuration Job Aid
Looking for a quick reference guide? Download the Dashboard Access & Feature Configuration Job Aid, designed to help Team Leaders and System Administrators confidently configure user permissions, dashboard access, organisational visibility and reporting capabilities.
Whether you're onboarding a new employee, updating an existing role, or reviewing security settings, this practical guide walks through each configuration screen with clear examples and best practice recommendations.
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Configure organisational workability and visibility settings
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Enable dashboards, filters, widgets and management reports
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Follow best practices for user permissions, governance and security