This article will walk you through customizing and adding widgets to your main dashboard.
Index
Main Dashboard
- To view your global dashboard you can click the Rentvine logo in the top left of your screen. This will show you the default dashboard that you have configured. This dashboard is on a per user basis so all users can customize this dashboard to their needs.
Configuring your Dashboard
- To start configuring your dashboard you can click the green actions button and click on "Configure Dashboard".
- This will allow you to edit the current widgets you have selected on the dashboard. The first thing you will notice is a "X" in the top right of every widget. You can click this to remove any widgets from your dashboard. Make sure to click save to confirm any changes made.
- You also have the option to click and drag the arrow in the bottom right corner of every widget. This will allow to to edit the scale of the widget it you would like to make it smaller or larger. Make sure to click save to confirm and changes made.
- If you click anywhere on the widget you will also be able to drag and drop it to different areas. This will allow you to move around the widgets to any position you prefer. Make sure to click save to confirm and changes made.
- If you click anywhere on the widget you will also be able to drag and drop it to different areas. This will allow you to move around the widgets to any position you prefer. Make sure to click save to confirm any changes made.
Adding Widgets
- To add a widget you can click the green actions button of the dashboard and click "Add Widget". This will pull up all the widgets that are available at the global dashboard level.
- This will show you the complete list of widgets that are available in the system. You can click into each one of these and add certain settings and filters. Since this is at the global level every widget on every other dashboard is available.
To view the specifics of every widget group you can view the following articles based on the dashboard each widget is from.