Customise Dashboard

The Customize Dashboard toggle is only available on the Classic UI.

Using the Customise Dashboard toggle you can:

Edit Dashboard Panel Group

When you make any changes to the dashboard panels this only affects your Dashboard and not that of any other users.

  1. At the top right of the Dashboard, slide the Customise dashboard toggle to the on position
  2. To move a panel, click and drag to the desired location
  3. To edit a panel, click on the icon at the top right of the panel you want to change
  4. Select Edit group to open the Edit dialog for that panel
  5. In this dialog you can:

    • Change the Group Name of the panel
    • Remove item links from the Links list
    • Add new links e.g. a link to your Support page
  6. Once you have made your changes, click Save

Add a Widget

You can also choose to add a new panel.

  1. At the bottom of the Dashboard, click on Add widgets, the Available widgets panel is displayed
  2. Click on Links Collection to open the Add new link group dialog. Any default groups are available from the Default tab in the Available presets dropdown
  3. If there are no default groups available, this means that you already have all the default groups displayed on your Dashboard.

  4. Click on the Custom group tab to create your own custom panel
  5. Enter the new Group Name
  6. In the New Link panel you can add a link to the new group, select whether you want the link to be Internal or External
  7. Enter the Link URL and select the Open link in new tab option if you want the linked page to open in a new tab
  8. Enter the Link name
  9. If you want to add another link to this group, click on Add new link to this group at the bottom of the dialog and repeat the steps 5-7 above
  10. Click Save to add your new panel to the Dashboard
  11. Click Save customization at the bottom of the Dashboard to keep your changes

Reset to Default Dashboard Setting

To reset your Dashboard back to the default settings and remove any changes you have made:

  1. At the top right of the Dashboard, slide the Customise dashboard toggle to the on position
  2. At the bottom left of the page, select Reset to default
  3. In the confirmation dialog, select Reset to default