For the complete documentation index, see llms.txt. This page is also available as Markdown.
CRM Dashboard
User Adoption Monitor gets shipped with the ‘User CRM Access Summary’ dashboard to view the CRM user’s access summary at a glance.
Additionally, it gives you a provision to configure/customize the dashboards based on your own business requirements
The ‘User CRM Access Summary’ dashboard can be viewed under the System dashboards area.
Note: This dashboard is visible to only user who has any one of the following security roles - System Administrator, System Customizer or User Adoption Monitor Administrator.