When a service representative accesses the Home tab, the dashboard shows a visual
summary of the cases assigned to them. To ensure a service representative sees information only
about the cases assigned to them and not all cases, you must configure the dashboard to convert
it from a static dashboard to a dynamic dashboard.
Use the navigation menu to open the Dashboards tab.
Click Employee Portal Dashboard.
Click Edit.
Click .
In the View Dashboard As section, select The dashboard viewer.
Save your changes.
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