Design a dashboard

The Dashboard Configuration page builds the home page for one role.

1. Pick the role

At the top: "Select a role to configure their home page". Each role is designed on its own, so start with the one that opens the system most.

2. Add a widget

"+ Add Widget" opens the widget gallery. Choose one and it joins "Active Widgets". An empty page says "No widgets active. Add one to get started".

3. Set it up

Each widget takes a title, a source module, a metric (or a chart type), a width on the grid, and a colour. Drag to arrange them — the order here is the order of the page.

4. Preview and save

The Preview panel shows the finished page as you work. Save with "Save Layout", or step back with "Discard Changes".

No roles yet?

If you see "No roles available in this tenant to configure", create a role first on the Roles page.