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Docyt Setup, Personal & Business Settings
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Navigation & Getting Started
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Top FAQs from Business Owners
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Docyt Mobile App
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Accounts Payable
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Flagged Transactions & Document Requests
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Financial Connections
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable
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Business Mailroom
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Accountant
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Docyt University
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Docyt Copilot
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Settings
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Dashboard
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Reports
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Banking & Reconciliation
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Docyt Modules
Understanding KPI Dashboard Permission Levels in Docyt
Within the permission settings, you now have the option to assign the Dashboard permission level as either "None" or "Viewer" to users.
KPI Dashboard Permission levels:
- Viewer: Users at this level can view the KPI dashboard.
- None: Users at this level do not have access to view the KPI Dashboard.
Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.