Customize the dashboard

Pour :Administrateur

↗Customize in Unisoft

The Customize button lets each user adapt the home page to their role. The selection and order are saved for your user access and do not change your colleagues' dashboards.

Choose one of three presets — Essential, Finance, or Community — or enable widgets individually. Available widgets include items to process, quick actions, incoming money, upcoming events, links to share, recent registrations, subscriptions, pledges, recent donations, donor momentum, and community moments.

Use the arrows to change the order, then save. At least one widget is required. Widgets remain subject to your permissions and enabled modules; customizing the page never grants extra access.