 |
Knowledge Base |
Managing Your Dashboard
|
This article will show you how to customize your dashboard by adding and deleting widgets, arranging your dashboard, adding dashboard tabs, and using custom widget header colors.
Requirements - A Master Admin login or a staff type that has the following permissions:
To manage your dashboard go to Main > Dashboard. Click the unlock button located on the top right of the dashboard.
Once you select the manage button you will now be able to choose the widgets that you would like to have on your dashboard. The Available Dashboard Widgets list will provide a brief description of what each widget shows. Click the Add button next to the widgets you want. When you are finished click on Save Changes.
You will be able to rearrange your dashboard by clicking on the Drag to Position and dragging on the widgets that you have added. There is a left side, a middle, and a right side. You can arrange them in any order you like. When you are finished click on Save Changes.
Delete Widgets
To delete any current widget showing on your dashboard, click on the red circle showing on the top right corner of the widget you want to remove. When you are finished click on Save Changes.
On the top of the Dashboard Layout section you have the option to add new dashboard tab.
Give your dashboard a name and select an optional dashboard template. You can also choose to Use colored category headers on widgets, or Select this dashboard after it is created. Then click on Create New Empty Dashboard. You will now have a blank dashboard to begin adding widgets.
Click on the checkbox next to Use Colored Widget Headers, then click on configure widget header colors. This will bring you to Setup > General > Branding > Dashboard Colors.
.jpg "Image: /kbfiles/customcolors_(Medium).jpg")
This section will list the Widget Category Type, Header Background Color, Header Text Color, and an option to reset all or reset to default. Clicking on each header background or text color will allow you to type in a color code or select a custom color from the color chart. When you are finished, click on Update to save your changes.
Requirements - A Master Admin login or a staff type that has the following permissions:
- General / Misc: Can unlock their dashboard
- General / Misc: Can add and delete dashboards
- General / Misc: Can change dashboard widget color settings
Unlock Your Dashboard
To manage your dashboard go to Main > Dashboard. Click the unlock button located on the top right of the dashboard.
Adding Widgets
Once you select the manage button you will now be able to choose the widgets that you would like to have on your dashboard. The Available Dashboard Widgets list will provide a brief description of what each widget shows. Click the Add button next to the widgets you want. When you are finished click on Save Changes.
Arrange Your Dashboard
You will be able to rearrange your dashboard by clicking on the Drag to Position and dragging on the widgets that you have added. There is a left side, a middle, and a right side. You can arrange them in any order you like. When you are finished click on Save Changes.
Delete Widgets
Adding A New Dashboard Tab
On the top of the Dashboard Layout section you have the option to add new dashboard tab.
Give your dashboard a name and select an optional dashboard template. You can also choose to Use colored category headers on widgets, or Select this dashboard after it is created. Then click on Create New Empty Dashboard. You will now have a blank dashboard to begin adding widgets.
Using Custom Widget Header Colors
Click on the checkbox next to Use Colored Widget Headers, then click on configure widget header colors. This will bring you to Setup > General > Branding > Dashboard Colors.
This section will list the Widget Category Type, Header Background Color, Header Text Color, and an option to reset all or reset to default. Clicking on each header background or text color will allow you to type in a color code or select a custom color from the color chart. When you are finished, click on Update to save your changes.
    |