The Dashboard in the CivicPlus Portal can be customized by favoriting links or forms for easy access to frequently used items.
- You must have an account and be signed in to favorite a link or form.
- All favorites, regardless of organization, will show on the Dashboard and will be grouped by the organization.
- Navigate to your organization's Portal page
- When navigating through the CivicPlus Portal, click the bookmark icon on the upper right-hand corner of a tile to save a link
- You can also bookmark forms
- The bookmarked links/forms will now show on your Dashboard page
- To remove a link, select the bookmark icon and click Confirm Removal on the pop-up
- Refresh your browser and the link should be removed from your Dashboard
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