How do I configure user-level dashboard settings?
Introduction:
User-level dashboard settings offer a personalized approach to dashboard configuration, allowing individual users to tailor their experience based on their preferences. In this detailed guide, we'll walk through the process of implementing and utilizing user-level dashboard settings.
Settings Enable:
Please note that to enable this functionality, you need to reach out to support@mindmatrix.net and our team will enable this functionality.
Accessing Dashboard:
Begin by logging into your user account. Here, you'll find options to configure the dashboard to your liking.
Reviewing Configured Widgets:
Before making any changes, review the widgets that are currently configured for your dashboard. These widgets represent the elements that are currently visible on your dashboard.
Guided Message Prompt:
Upon accessing the user dashboard, you'll encounter a guided message prompting you to configure your dashboard. This message provides instructions and can be dismissed using the close button.
Configuring Widgets:
Click on the designated button to initiate the configuration process. A modal window will appear, displaying all the widgets available for your dashboard. Here, you can choose to show or hide specific widgets according to your preference.
Saving Configuration:
After adjusting your widget preferences, click on the save button to apply the changes. A success message confirming the successful saving of your dashboard settings will be displayed.
Viewing Updated Dashboard:
Upon saving your configuration, your dashboard will be updated to reflect the changes you've made. Only the selected widgets will now be displayed, offering a streamlined and personalized dashboard experience.
To view your updated Quick Links configuration, refresh the main dashboard page. This action will showcase the changes you've made, including newly added folders and links.
Conclusion:
In conclusion, user-level dashboard settings empower users to take control of their dashboard experience, allowing for greater personalization and efficiency in accessing relevant information.
Related Articles
How can I change my dashboard settings? (Super Admin only)
In order to access dashboard settings, you will need to have version 5 enabled for your account. If you cannot locate this page it means it may not be available to you. To enable v5 settings, email support@mindmatrix.net so that your user account has ...How do I Enable and Disable User-Level Notifications?
Introduction: Take control of your notification preferences with user-level customization. This comprehensive guide will walk you through the process of enabling and disabling notifications at the individual user level, providing you with the ...Dashboard Overview: Partner Basic - Mindmatrix Bridge (Version 5)
Currently there are four different standard options designed specifically to enable Partners to the best of your portal's ability. As of Summer 2021 the new v5 widgets were released and below you'll find the v5 Partner Basic - PRM standard dashboard ...Step-by-Step Guide for Implementing the New Dashboard and Process View for Sales Playbooks
Introduction: The latest update to the Sales Playbook introduces two key enhancements: a new Dashboard View and a redefined Process View. These views streamline access to critical data and improve functionality. The following guide outlines how to ...How to enable the Dashboard Widget Tool?
To activate the "Dashboard Widget" tool, please submit a ticket to "Support@mindmatrix.net". Upon activation, users will be able to view the Dashboard widget tool on their dashboard page. The Dashboard widget tool allow users to control the ...