How to Customise your Dashboard

When users log in (especially if they belong to just one site), they’ll land on the site dashboard — a central hub you can customize to guide and inform users.

As a Site Manager, you can tailor this dashboard to:

• Highlight key pages
• Display recent activity
• Show site statistics and content summaries
• Add helpful tools or instructions for data rooms

🛠️ How to Customize the Dashboard

1. Go to the Dashboard view
2. Click the Settings (⚙️) icon (top right)
3. Select Customize Dashboard

🧱 Dashboard Layouts & Dashlets

Once in the customization screen, you can:

🧩 Change Layout

• Click Change Layout to select a dashboard structure that suits your site

➕ Add Dashlets (Widgets)

• Click Add Dashlets to open the available list
• Drag and drop your desired dashlets into columns
• 🗑️ Drag unwanted dashlets to the trash icon
• Click OK to save

⭐ Recommended Dashlets

Here are some of the most useful dashlets you can add:

• 📁 Document Library – View top-level folders and files
• 🕒 Site Activities – Track uploads, questions, and more
• 🔍 Site Search / Saved Search – Search or auto-display results
• 👥 Site Members – See who’s on the site and their roles
• 📊 File Type Breakdown – Pie chart of uploaded file types
• 📈 Contributor Breakdown – See who’s uploading and how much
• 📅 Site Calendar – Add shared events
• 📰 Site Blog – Show or post blog entries
• 📎 Site Links – Curated web links for the site
• 📣 Site Notice – Fully customizable content box with HTML

(Add videos, logos, maps, or welcome text. Need help? Email us)

📌 Tip: Use the dashboard to give users a smoother, faster start by surfacing exactly what they need — without them having to dig for it.

Updated on: 07/07/2025