Customizing the Dashboard

You can customize the widgets that are displayed on your dashboard and the order that they're displayed by following these instructions:

1. Click the "Dashboard Settings" option under the Account & Settings menu. 
2. Click the "Enable" or "Disable" buttons for the widgets that you would like to add or remove from the dashboard.
3. Click the "Set Widget Order" link in the sidebar to arrange the order of your widgets.
4. Drag the widgets into the order that you would like them to be displayed.

Widget Permissions

The widgets that are available to users depend on the add-ons enabled in your account, the user's account type and the permission settings on the user's profile.  The following list contains the permission settings that determine if a user can view a widget:

Calendar Events Permission
- Upcoming Lessons
- Uncompleted Lessons
- Requested Lessons

Accounting Permission
- Invoice Totals
- Overdue Invoices
- Payment Totals

Account Settings Permission
- Plan Usage

Reports Permission
- Monthly Stats
- Lesson Status

Task Permission
- Upcoming Tasks
- Overdue Tasks

Employee Permission (manage)
- Employee Form Submissions

Student Permission (manage)
- Student Form Submissions

Notes Permission
- Profile Notes