The dashboard within a Community Owner's account is user-specific. Each internal user that is a part of your business can add, remove, and rearrange the widgets displayed on their own dashboard. They can also save a widget configuration as a unique dashboard, with Administrators being able to assign dashboards to their internal users based on role. To learn more, see the article Role-Based Dashboards.
As a Community Owner, you are also able to set up your suppliers' dashboards with widgets. Suppliers cannot modify this dashboard, but they can use the quick actions to add users, products, and/or locations. Suppliers will also have a to-do list which will highlight any items they need to attach or update.
Widgets
Adding Widgets
1. Click on the plus button on the right hand side of the screen.
2. Once you've clicked the plus button, you will be prompted to add a module. To see the different widgets that are available, review the categories on the left-hand side of the pop-up window. Widgets can also be organized by size: small, medium, and large on the left-hand side of the pop-up window.
3. Click the plus button on the right-hand side to add a widget to your dashboard. If successfully added, the button will change to a gray minus button.
Removing Widgets
1. Back on the dashboard, hover your cursor over the colored border at the top of the widget you'd like to remove and click the white x.
2. Confirm by selecting the Delete button.
Rearranging Widgets
Click and hold the colored bar at the top of each widget to drag and drop on the dashboard. Widgets are organized by size, with small and medium widgets at the top of your dashboard and large widgets underneath.
Customizing Your Suppliers' Dashboards
There are two supplier facing dashboards that can be customized for your suppliers.
- Supplier Onboarding: Suppliers in an onboarding status will see this dashboard upon logging in.
- Supplier Dashboard: Suppliers in an approved status will see this dashboard upon logging in.
Adding Widgets (Supplier Dashboard only)
1. Click on Supplier Dashboard.
2. Click the plus button to add a widget.
Recommended Widgets to Add:
- Community News
- Tools and Resources
- Locations
- Products
- Documents
- Incidents
Community Announcements (Supplier Onboarding only)
1. Click into the box with the orange header to add announcements to share with your onboarding suppliers.
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