Widgets are used to provide data from the system and can be added to dashboards by following the steps below.
Access to Widgets
To view or edit available widgets:
Go to Setup and click Settings.
Select Widgets from the menu on the left.
Click a widget to view its details and the data it pulls through from the system.
Click the Can View tab and select the roles which need to be able to view this widget.
Click the Can Edit tab to select the roles which can edit it.
Once all roles have been added correctly, click Save.
Create a new dashboard
To create a new dashboard, go to Setup and click Settings.
Select Dashboards.
Click Add Dashboard.
Give the dashboard a name and select its icon.
From the Can View and Can Edit tabs, select the roles which will see this dashboard.
📌 Note: The dashboards report on all sections, not just the ones an Employee is assigned to.
Add widgets to the dashboard
On the home page, click the dashboard icon in the top left corner of the screen, next to the Access icon.
Click Dashboard Manager on the right.
Create the dashboard layout and add widgets by clicking on them.
Once complete the dashboard will save automatically and all employees with the roles you have selected will have access to it.