Dashboard

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    Jeff Stouse

    This doesn't say anything about whether or not the user dashboard can be controlled by the administrator - or does the administrator have to login as the user to add charts, for example?

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    Megan Jenkins

    Hi Jeff,

    Great question! The dashboard charts are customizable only on a user basis - meaning each user has to go in and add their own chart customization. Administrators can, however, dictate what appears at the top of each user's dashboard (the first row that appears above the "Today's Appointments" and "Today's Tasks" windows. 

     

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    Kristen Sillers

    Are there any additional instructions for customizing the Dashboard?  When I follow the instructions above with respect to the chart, for example, under each item type, the only chart selection is "None (Clear Chart)."  Also, I would love to see my billable hours for the month, but when I make my screen look like the screen above, I get a billable hour amount that differs from the total on my Timesheet.

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    Jeff Stouse

    You have to make the charts first - using the Windows admin tool (usually a user who has customization rights or an administration.) Then you select them and they appear where you are now seeing "None"

    Hope this helps!

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