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Customise the Dashboard for Your Organisation

Summary

After completing onboarding, Super Admins can personalise the default dashboard layout by selecting and arranging widgets. This layout becomes the default view for all users, with visibility tailored by permissions.

In this article

  • Before you begin
  • Step 1: Select default widgets
  • Step 2: Preview and arrange layout
  •  Step 3: Save the dashboard
  • Frequently Asked Questions (FAQ)

Before you begin

  • Only Super Admins can customise the default dashboard layout during onboarding.
  • Widget visibility for end users is controlled by role-based permissions.

Step 1. Select default widgets

  1. After clicking Confirm in onboarding, you'll land on the Customise Dashboard page
  2. A set of default widgets will be pre-selected (e.g. Courses, Meditation, Soundscape, Mood Tracker)
  3. Select or deselect widgets from the available list to customise what’s shown to your users
  4. Click Preview and Save at the bottom to continue

Step 2. Preview and arrange layout

  1. In the Preview view, drag and drop widgets to arrange their layout
  2. The preview will display sample data for visual reference
  3. Adjust the placement until satisfied with the look and structure

Step 3. Save the dashboard

  1. Click Save to finalise the layout
  2. This layout will now be applied to all users in the organisation
  3. Widgets will only appear to users who have permission to access them
  4. Super Admins can further rearrange widgets later directly from the landing page—changes are auto-saved

Frequently Asked Questions (FAQ)

1. Who can customise the dashboard layout?

Only Super Admins can set or update the default dashboard layout for the entire organisation.

2 . Can I change the layout after onboarding?

Yes. Super Admins can rearrange widgets by dragging and dropping them on the landing page. Changes are saved automatically.

 

3. Do all users see the same dashboard?

The layout is the same for all users, but each widget’s visibility depends on the user’s permissions.

4.What happens if I remove a widget?

Removed widgets will no longer appear for any users, even if they have permission to view them.

5. What data is shown in the preview?

The dashboard preview shows sample data to help you visualise layout and content, but it does not reflect live user data.

6. Can I re-add a widget after saving the layout?

Yes. Super Admins can go back to the customise dashboard section to add widgets at any time.