Permission Level: Admins or Managers
Device: Web Browser
This article is designed for Admins and Managers to access via a web browser.
1. Access the dashboard
To start, you'll need to access the dashboard where you can manage and add widgets. This section explains how to locate and open the dashboard.
1.1. Open your account and navigate to the Dashboard.
2. Add a new widget
This section guides you through adding a new widget to your dashboard. You'll learn how to access the widget options and add the one you need.
2.1 Select the Add Widget option
2.1.1 Locate the "+" symbol on your dashboard.
2.1.2 Click the "+" symbol to open the widget selection menu.
2.2 Choose the Expired Documents widget
2.2.1 Scroll through the list of available widgets.
2.2.2 Select the Expired Documents widget from the options.
3. Finalise the widget setup
After selecting the widget, you need to confirm your choice and add it to your dashboard. This section walks you through the final step.
3.1. Click OK to confirm your selection.
3.2.1 Check your dashboard to ensure the Expired Documents widget appears.
FAQs about accessing and managing the dashboard
1. How do I access the dashboard to manage widgets?
To access the dashboard, open your account and navigate to the main menu. From there, select Dashboard from the available options.
2. Where can I find the option to add a new widget?
Locate the "+" symbol on your dashboard. Clicking this symbol opens the widget selection menu, allowing you to add new widgets.
3. How do I add the Expired Documents widget to my dashboard?
To add the Expired Documents widget, scroll through the list of available widgets in the widget selection menu. Then, select Expired Documents and follow the prompts to confirm.
4. What should I do after selecting a widget?
After selecting a widget, click OK to confirm your choice. Check your dashboard to ensure the widget appears as expected.
5. Can I customise the widgets on my dashboard?
Yes, you can customise your dashboard by selecting, adding, and arranging widgets according to your preferences. Use the "+" symbol to access and manage widgets.