Add a widget to the Client Portal Dashboard

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
1 min read

  1. Sign into the Client Portal.

  2. Go to the Dashboard module.

  3. Click the Add widget button or +ADD WIDGET on the empty space of the dashboard.

    CustomerP_Dashboard_AddWidget_2014.png

  4. In the new window, choose which of the available widgets should be attached to your dashboard. The elements are categorized in relation to the Portal modules. You may also see all available widgets (ALL) and the ones already present on the dashboard (INSTALLED). The widgets already present on the dashboard are marked with Installed.

    CustomerP_Dashboard_WidgetWindow_2014.png

  5. To add a new widget to the dashboard, just click the Install button.

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