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  2. Customizing your App Dashboard

Customizing the Application Page

Since the application is geared towards optimizing the best way for your business, there is a new UI settings option in the Dashboard that will let you control the main dashboard tiles and sidebar menus of your application.

Customizing the Application Page on Dashboard

App Menus: Since the application is geared towards optimizing the best way for your business, there is a new UI settings option in the Dashboard that will let you control the main dashboard tiles and sidebar menus of your application.

Location: Settings > Sidebar Setting > App Menus

 

Selecting the gear icon will enable editing options



Changing the Application Dashboard and Sidebar Menu


There are 4 rotational options that make it easy to move around the buttons to tailor to a company’s needs.

  • Up and Down buttons 
    • Shifts the order of the location in the current pane. 
    • Selecting the “Share” button and moving it up, the “Share” button will be the first button on the SideBar Menu
  • Shift Left & Right buttons
    • These options shift the location on the Menu or Dashboard buttons depending on location. 

How the SideBar and Dashboard buttons will affect the Application

To view changes, click the refresh button on the top right corner of the application


Sidebar Menu Settings: Any of the options that are “On” are located on the home screen of the application, and can be edited from a visual standpoint.

These changes include 

  • name label
  • icon image
  • text color
  • background color
  • removal of icon