Your personal dashboard is your home base within the platform, providing quick access to key features, metrics, and tools customized to your needs.
Overview
The personal dashboard displays widgets, shortcuts, and real-time information relevant to your role and preferences. You can fully customize it to show what matters most to you.
How to Access
- Log in to your account
- You will be automatically redirected to your dashboard
- Alternatively, click My Dashboard in the sidebar
Prerequisites
- Valid user account with login credentials
Step-by-Step Guide
Step 1: View Your Dashboard
Upon login, your dashboard displays with default widgets. Take a moment to familiarize yourself with the layout.
Step 2: Add Widgets
Click the Add Widget button (usually a plus sign or gear icon). Select from available widgets and click Add to place them on your dashboard.
Step 3: Arrange Widgets
Drag widgets to reposition them. Drag the corners of widgets to resize them. The grid will automatically adjust.
Step 4: Remove Widgets
Hover over a widget and click the X or remove button. Confirm removal when prompted.
Step 5: Configure Widget Settings
Click the settings icon on individual widgets to configure what data they display, refresh intervals, and visual options.
Step 6: Save Layout
Your changes are typically auto-saved. You can also manually save your layout using the Save button.
Customization Options
- Theme: Light, dark, or system preference
- Widget density: Compact, normal, or comfortable
- Refresh rate: Manual, 1 minute, 5 minutes, 15 minutes
Troubleshooting
Issue: Dashboard shows error message
Solution: Refresh the page. If the problem persists, clear your browser cache or contact support.
Issue: Cannot find specific widget
Solution: Not all widgets are available to all users. Contact your administrator if you need access to specific widgets.
Related Articles
- How to Use the Widget Editor
- How to Manage Dashboards
Quick Reference
| Route | user-dashboard |
| Permission | Any logged-in user |
| Category | Getting Started |