This article will show you how to make changes to existing client & staff dashboards.

Add Elements

1. From the client or staff dashboard you wish to edit, click the change link in the top right corner.
2. Click the add element link.
3. Choose a category from the drop-down menu.
4. Select the element you wish to add to the dashboard from the list of choices.
5. Click Done.
   • The element you chose will now be in a grey box with four triangles.

Remove Elements

Click delete within that element’s editor box.

Edit an Element

1. Click the options link within the element.
   
    
2. Enter the parameter desired.
3. Click OK.

Change the Name of Your Dashboard

1. Click the blue change link.
   
    
2. Enter the new name you want in the Dashboard name field.
3. Click OK.

Format Dashboards

Once you have the elements added that you want, click the triangles in the element boxes to determine the arrangement of the elements on the dashboard.  You can arrange & rearrange however you wish.

Review Your Changes

Go back to the client's dashboard or your Home module, depending on which dashboard you edited.