My Dashboard Management

This article will explain how both staff and residents can add and manage widgets in the My Dashboard module.

Add a Widget

Important Note:

Residents are able to add widgets to their own dashboards.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Add a Widget for Administrators

1. Sign in to your website solution

2. Navigate to the Modules menu and on the Content tab, select the My Dashboard module:

3. Click the Modify the Master Dashboard button:

4. Click the Add a Widget button:

5. Locate the widget you would like to add:

6. Click the Add button next to the Widget:

7. Click the Done button:

Add a Widget for Residents

1. Sign in to the website

2. Click on the My Applications dropdown menu and select My Dashboard from the list

   Note:

   You can also navigate to My Dashboard from your user profile page.

3. Click the Add a Widget button:

4. Locate the widget you want to add:

5. Click the Add button next to the Widget:

6. Click the Done button:

7. View the widget on the Dashboard:

Feature a Widget

Who can use this feature?

System Administrator

1. Sign in to your website solution

2. Navigate to the Modules menu and on the Content tab, select the My Dashboard module: :

3. Click the Modify the Master Dashboard button:

   Note:

   If the widget has already been added but still needs to be featured, please skip to Step 7 of the Feature a Widget section of this article.

4. Click the Add a Widget button:

5. Locate the Widget you would like to add:

6. Click the Add button next to the Widget:

7. Locate the Widget you want to feature on the workboard:

8. Click the Widget's Options menu (arrow):

9. Select the Feature option from the menu:

10. View the widget's Featured Indicator (star) next to the widget's name:

11. Click the Done button:

Arrange Widgets

Important Note:

Residents are able to rearrange the widgets on their own dashboards.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Arrange Widgets for Administrators

1. Sign in to your website solution

2. Navigate to the Modules menu and on the Content tab, select the My Dashboard module:

3. Click the Modify the Master Dashboard button:

   Note:

   If the widget has already been added to the Dashboard, please skip to Step 7 of the Arrange Widgets section of this article.

4. Click the Add a Widget button:

5. Locate the widget you would like to add:

   Note:

   To easily find a widget, use the Search bar.

6. Click the Add button next to the widget:

7. Locate the widget you want to move to a new location:

8. Drag-and-drop the widget to its new location:

9. Click the Done button to save:

Arrange Widgets for Residents

1. Sign in to the website

2. Click on the My Applications dropdown menu and select My Dashboard from the list:

   Note:

   You can also navigate to My Dashboard from your user profile page.

3. Locate the widget you want to move to a new location:

4. Drag-and-drop the widget to its new location:

5. View the widget's new location:

Remove a Widget

Important Note:

Residents are able to remove widgets from their own dashboards.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Remove a Widget for Administrators

1. Sign in to your website solution

2. Navigate to the Modules menu and on the Content tab, select the My Dashboard module:

3. Click the Modify the Master Dashboard button:

4. Locate the widget you want to remove from the Dashboard:

5. To remove a widget, click the Remove this Widget (X) button:

6. Click the Done button:

Remove a Widget for Residents

1. Sign in to the website

2. Click on the My Applications dropdown menu and select My Dashboard from the list :

   Note:

   You can also navigate to My Dashboard from your user profile page.

3. Locate the widget you want to remove from the Dashboard:

4. To remove a widget, click the Remove this Widget (X) button: