Customize the Admin Portal Homepage

The homepage in the Admin Portal is unique for each admin in your organization. You can customize it according to your needs, which helps improve your efficiency and provides a clearer overview of the most important data relevant to you.

In this article, you will explore what features the homepage has and how you can customize it using the available widgets.

In this article:

• Static widget ↓
• Data widgets ↓
• Start with a template ↓
• Add widgets ↓
• Edit, remove, and reorder widgets ↓
• Read next ↓
  
  

Static widget

The static widget is located on the right side of the homepage. It contains the following sections:

Profile information — You can see your name and your team role. Click the image to edit your profile. Quote of the day — You can read a new quote daily. Click to copy it to the clipboard. System messages — Click the arrow to expand the section and review unread system messages. Quick links — Quickly access some important links.

Data widgets

Data widgets are customizable components that display specific metrics and insights. You can select the data to display based on your needs during the configuration process. Most widgets have a standard set of configurable features accessible through the widget settings dialog.

Widgets can filter information by location. This filtering works according to your access permissions or the global location settings, ensuring you only see data relevant to the locations you are authorized to view.
Users can only use widgets to access data for the modules they have permission to view. For example, if a user has access only to the Community, Space, and Calendar modules, they will not be able to access the Billing module or use the Billing widget. Learn how to manage user access →

Learn more about the data widgets you can use on the homepage →

Start with a template

If you don't want to spend time customizing your homepage and testing every available widget, you can click Start With Template to use our pre-made homepage. Then, click Customize to edit, reorder, remove, or add new widgets.

Here is what the template looks like:

Add widgets

You can add as many widgets as you want. To add a new widget:

• If there are no widgets on the homepage yet, click Build Your Own:
  
  
  
  
• If you already have widgets added to the homepage, click Customize and then Add Widget.
  
  
  
  

In the Add Widget dialog, the available widgets are distributed in six categories.

1. Select a widget.
2. On the next screen, configure the widget and use the preview image on the right to see how it will look.
3. Click Add.

Edit, remove, and reorder widgets

1. Click Customize.
   
   
   
   
2. On a data widget, click the ellipsis ⋯ and then Edit Widget or Delete.
   
   
   
   
3. On the static widget, click the ellipsis ⋯ and then Hide daily quotes. The static widget can't be removed.
   
   
   
   
4. You can click and drag to move widgets around.
   
   

Read next

• Learn more about the available homepage widgets →
• Learn how to configure homepage widgets →