#Dashboard Settings

In Settings > Dashboard, you can customize the widgets and layout of the end users’ dashboard pages. You can customize dashboards separately for large, medium, and small screen sizes. To customize the dashboard for a specific screen size, switch to the corresponding tab first.

In each tab, you can configure the dashboard using the following options:

• Add widget – Click the Add widget button in the upper-right corner of the page, and a list of available widgets appears. Click Add widget in the widget you want to include. To add contextual information, use the Note widget by clicking Add text. Then, complete the note with the rich text editor, and choose whether to Show widget border. When you finish, click Add.

• Resize widget – Drag the resize button in the lower-right corner of a widget to adjust the widget size.

• Reposition widget – Drag the widget and drop it in the desired location on the dashboard.

• Delete widget – Click the Delete button in the upper-right corner of a widget to delete it from the dashboard.

For Note widgets, you can also:

• Edit note – Click the Edit button to update the note.

• Copy note – Click the Copy button to create a copy of the note.

When you finish configuring the dashboard, you can click Preview to preview the dashboard. If further changes are needed, click Edit in the preview mode.

To revert the dashboard to its default configuration, click Reset to default.

Then, click Save to apply the dashboard settings. Once saved, the configuration is applied to the dashboards of all end users.