LiveCrew gives you full control over who can access which dashboards and what data they can see. It’s important to understand that dashboard access and data access are two separate things.

A user might have access to a dashboard, but only see data from their own store, for example.

How Access Is Managed

Administrators are the only ones who can see and make modifications here.

There are two main areas where access is defined:

1. User Settings

(Settings → Users)

Here, you set which dashboards are visible to each user, depending on their role:

• Administrators

  • Automatically see all dashboards and all data.
  • Access cannot be restricted.

• Store Managers & Sales Advisors

  • You can choose which dashboards they can see by editing their user profile.
  • Go to the “Insights” tab in their profile to select if data is filtered to their store(s) only. If “Show all data” is unchecked in the dashboard settings then they see all stores. If it’s unchecked, they will only see their own store’s data (see next section).

  

• Insights Users (e.g. Merchandisers, Retail Directors)

  • They don’t input data but can view dashboards.
  • You can define which dashboards they see and which store data is visible to them.

To restrict their data to specific stores (by brand, location, cluster, etc.), go to the “Stores” section in their profile and apply filters using either:

• AND logic – user will only see data from stores matching all selected attributes (e.g. Brand A and Region B).
• OR logic – user will see data from any store matching at least one attribute.

✅ Important: To apply these filters, make sure “Show all data” is unchecked in the dashboard settings (see next section).