Dashboard Panels - Customizing
The Home Page Dashboard consists of four panels of specialized information, such as statistics, notifications, and/or alerts pertaining to the user’s database that can be seen when the Home Page is accessed. The Dashboard is customizable, allowing the user to select the desired information and the order in which to display it.
The Dashboard initially is the same for all users. As a user updates the dashboard, it becomes specific to that user.
The user’s customized preferences are applied to any site to which they have permission.
Dashboard preferences may be different at the administrative and site level.
1. Click the settings icon of
a panel. The Panel Settings window opens.
2. Select the panel to be displayed from Panel Display drop down menu. If no panel is desired, select None.
3. Click the Save icon. The Dashboard will update
to reflect the changes.
User Profile Settings
User Profile Settings allows users to view and update profile information and change their login password.
1. Click the
Profile settings icon to
display the current user
login name. A drop down list displays the options Profile
Setting and Log Off.
2. Select Profile Settings to view/update email, phone, and/or password.
3a. Click , the Profile
Details window opens.
3b. Enter the updated information as needed.
3c.
Click the Save icon.
The Profile Details will update with saved information.
4a. Click
4b. Enter the New Password and enter the password again to Confirm Password.
4c.
Click the Save icon.
The Profile Details will update with saved information.
5. Close window.