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Customising the Company Dashboard

Summary

Super Admins can fully customise the Company Dashboard in Plumm, tailoring it to show relevant widgets and information that align with their organisation’s needs. Widgets can be added, removed, and rearranged to optimise the workflow.

In this article

  • Before you begin
  • Step 1: Access the customisation options
  • Step 2:  Customise your widgets
  •  Step 3: Save your customisation
  • Frequently Asked Questions (FAQ)

Before you begin

  •  Only Super Admins have permission to customise the Company Dashboard.

Step 1. Access the customisation options

  1. Go to the Company Dashboard page.
  2. Click the Customise button (represented by a gear icon).

Step 2. Customise your widgets

  1. A sidebar will appear, displaying available widgets for your dashboard.
  2. To add a widget, click on the widget name (e.g., "Our Mission", "On Leave Today").
  3. To remove a widget, click the three dots next to the widget name, then select Remove.
  4. You can drag and drop widgets within the sidebar to rearrange them as needed.
  5. Continue selecting, adding, or rearranging widgets until the dashboard displays the information that fits your preference.

Step 3. Save your customisation

  1. After customising your dashboard, click the Preview and Save button.
  2. Review your changes in the preview.
  3. If satisfied, click Save to apply the customisations to the live dashboard.
 

Frequently Asked Questions (FAQ)

1. Who can customise the Company Dashboard?

Only Super Admins have the ability to customise the Company Dashboard. Regular employees or managers cannot access these customisation settings.

2 . Can I rearrange widgets on the dashboard?

Yes, you can drag and drop widgets to change their order in both the preview and live views of the dashboard.

 

3. What happens if I remove a widget by mistake?

You can easily add the widget back by selecting it from the customisation sidebar during the customisation process.

4. How do I know if my customisation has been saved successfully?

After saving, your changes will be reflected immediately on the live dashboard, and you will receive a confirmation message indicating that your customisation was successfully saved.