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Customizing your Home Page

OVERVIEW

You can customize your company's Home Page by hiding components you don't use, and rearranging components, so the things you use frequently are where you want them. Components cannot be moved from one side to another, but you can slide them up and down to change their position on the screen.

To customize the Home Page:

  1. Hover over the gear icon, and then click Settings
  2. Under Your Company, click Dashboard
    • To change a component's position: Use the slider to move the component up or down.
    • To hide/reveal a component: Click the Eye icon

NOTE

Only users with "Manage Company Info" permissions (usually Administrators) can make these changes. Changes to the home page will apply to all users in the company, except for those with the Approver role.