Home screen (Dashboard)

After you sign in, the system loads the home screen (dashboard) by default. It shows widgets with various data from the system. Some widgets let you work with the data of the respective modules directly.

Customize the dashboard

Each user can arrange the dashboard widgets as they like:

1. Click in the top-right corner of the content area to turn on edit mode.
2. Drag the widgets to rearrange them on the screen.
3. Remove a widget with .
4. Some widgets have additional settings, available from .
5. Add a new widget with the Add button.
6. Click Save to keep the layout. Reset restores the default settings.

The same approach is used in the client file and the engagement file.