Can I change what appears on my dashboard?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:10 PM by Andrew Marcus

The dashboard adapts to your role and to the modules your business has enabled. It is not manually arranged.

Someone with Sales sees sales cards. Someone with Finance sees cash and ledger cards. Staff users see a self-service dashboard with their own payslips and requests and nothing else.

If a section you expect is missing, the cause is usually a permission rather than a layout setting. An administrator can check your role under Settings → Team.

Cards that depend on a module your business has not subscribed to do not appear at all rather than appearing empty.

Try it in the live demo: Open the dashboard

Still stuck? Start a chat.

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