TABLE OF CONTENTS
NOTE: This article does not cover dashboard set up and management. Our guide to set up and management can be found HERE |
Dashboard Configuration
To apply a Dashboard to a Client/Owner Access account;
1. First, go to System -> Dashboards -> Create or Edit a Dashboard, tick the 'Client Portal Dashboard' box, and click 'Update'
2. Next, to System -> Client/Owner Access -> Select relevant profile, and then select the desired dashboard in 2 areas
First, the 'Default Dashboard' dropdown, under Details:
This will be the default dashboard the end user will see when they log in.
Then, scroll down to Settings, select the 'Dashboards' tab, and make sure the checkbox next to the desired Dashboard is ticked. This allows it to be visible by the end user in their account:
Client View
System default dashboard:
Example of custom dashboard:
Example of multiple custom dashboards:
There are tabs at the top of the screen to switch between available dashboards, just like in your Equinox system (circled in red above)