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Customise the Team Dashboard

Summary

Super Admins can configure the Team Dashboard layout by selecting and arranging widgets relevant to managers and admins. This view helps track team-wide metrics and perform quick actions—all from one place.

In this article

  • Before you begin
  • Step 1: Select the Team Dashboard view
  • Step 2: Add or remove team widgets
  • Step 3: Arrange and save the layout
  • Frequently Asked Questions (FAQ)

Before you begin

  • Only Super Admins can customise the Team Dashboard layout.
  • This dashboard is visible only to users with access to team-related features, such as managers or department admins.

Step 1. Select the Team Dashboard view

  1. Go to the main dashboard page
  2. Click the dropdown at the top (e.g. User Dashboard)
  3. Select Team Dashboard from the list

Step 2. Add or remove team widgets

  1. On the right panel, browse the available team widgets
  2. Toggle widgets on or off depending on what managers should see
    • Examples: Team Leave Balance, Scheduled Interviews, Pending Reviews
  3. Click Preview and Save when ready

Step 3.  Arrange and save the layout

  1. In the preview mode, drag and drop widgets into the desired order
  2. Use sample data shown to visualise the layout
  3. Click Save to apply the new layout for all users with access to the Team Dashboard

Frequently Asked Questions (FAQ)

1. What is the Team Dashboard used for?

It allows managers and admins to view and take action on team-level data, such as tracking leave, task progress, interviews, or expenses.

2 . Who can see the Team Dashboard?

Only users with the required permissions (e.g. managers, admins) will see the Team Dashboard tab.

 

3.Can individual managers customise their Team Dashboard?

No. Only Super Admins can customise the layout for the entire organisation. Users cannot make personal edits.

4. Are changes applied immediately to all users?

Yes. Once a Super Admin saves the layout, it is instantly applied to all users with access to the Team Dashboard.

5. Will users see all the widgets selected?

They will only see the widgets they have permission to access, based on their role and feature entitlements.

6.Can I rearrange widgets after saving?

Yes. Super Admins can return to the customise view at any time, rearrange the layout, and save changes again.