Customising Dashboard Widgets

The ability to customize dashboard widgets ensures that users have access to the most relevant information and tools for their roles. This feature allows account owners and administrators to tailor the dashboard experience for different user groups, streamlining workflows and enhancing efficiency. By editing the widgets available on the dashboard, you can ensure that each role has quick access to the data and features they need most. Customization is managed through the User Roles section in the Administration Dashboard, where you can easily add or remove widgets for specific user groups.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the Main Dashboard, click on the Administration tag to enter the Administration Dashboard.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Now click on the Team Settings tag to reveal the dropdown menu.
   
   
   
   
   
   
4. Click User Roles, to enter the Manage Roles page.
   
   
   
   
   
   
5. Locate the User Group you wish to edit Dashboard Widgets for. Click the drop down menu button on the left, then click Edit.
   
   
   
   
   
   
   
6. You will be directed to the Edit Role page.
   
   
   
   
   
   
7. You may add or delete widgets in the Dashboard Widgets field.
   
   
   
   
8. Once complete, click Save.  You will be directed back to the Manage Roles page.

For Adding Roles follow the link, Link.  (Coming soon)