How to Customise your Home Page Dashboard

How to Customise your Home Page Dashboard

This article outlines how users can personalise their dashboard layout for better workflow and visibility.

How to add New Buttons

  1. In your dashboard, click the Edit Buttons 
  2. This will open the Dashboard settings
  3. Under Dashboard settings, click the Add Button
  4. There are two options when adding a new button
    1. System - Add buttons that link directly to any features in your database
    2. Custom - Enter the button name, URL, icon, and target. Use the same window for internal links, and a new window for external ones.
  5. Click 'Save' once you've finished making your changes.
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You can change the button order by dragging and dropping them to the desired location.

How to add Widgets

  1. In your dashboard, click the headshot icon and select My Settings
  2. Go to the Dashboard tab
  3. Scroll to the  bottom and you will see the widget section
  4. Click the Add Widget
  5. Select the desired Widget Type
  6. Enter a Title to display
  7. Choose a Colour
  8. Submit 
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You can change the Widget order by clicking, then dragging and dropping a widget to display in the order you prefer.

How to Open Widget Settings

  1. In your dashboard, click the three-dotted button on any of your Widgets
  2. Select Widget Settings

You can also watch at this video ( 10 mins) for a step-by-step demonstration.