Customizing the Dashboard
Toggle individual dashboard widgets on or off. Preferences are saved per-user. Some widgets may be locked by your administrator.
Customizing the Dashboard
You can control which widgets appear on your dashboard so it matches how you work. Your preferences are saved per user and apply whenever you log in.
Opening the Customize Panel
Click the Customize button, which displays as a gear icon on the dashboard. This opens the customization panel where you can toggle each widget on or off.
Available Widgets
You can customize the visibility of these widgets:
| Widget | Description |
|---|---|
| Welcome Header | Time-based greeting and summary at the top |
| Quick Stats | Four cards: Today's Calls, Inbound, Outbound, Missed |
| Recent Calls | List of your latest call activity |
| Today's Schedule | Your appointments and tasks for the day |
| Recent Messages | Your latest chat conversations |
| Quick Actions | Shortcuts: Make a Call, New Message, Add Contact, New Note |
Toggle each widget on or off to show or hide it on your dashboard.
Saving Preferences
Your choices are saved automatically when you change them. No separate "Save" step is required. Your customized layout will appear the next time you open the dashboard and on future logins.
Locked Widgets
Some widgets may be locked by your administrator. Locked widgets display a lock icon and cannot be turned off. This ensures that certain information (for example, Quick Stats or Recent Calls) is always visible for policy or compliance reasons.
If your administrator has disabled a widget (removed it from your allowed set), you will not see it in the Customize panel and cannot enable it. Only administrators can restore disabled widgets.
Resetting to Default
If you want to restore the default layout, turn all widgets back on in the Customize panel. Your administrator may also provide a "Reset to default" option, depending on your deployment.
Related
| Page | Description |
|---|---|
| Dashboard Overview | Full overview of all dashboard components |
| Stats Widgets | Details on the Quick Stats cards |
| Charts and Agent Rankings | Call charts and agent performance |