How can I add or remove elements on the main dashboard?

The standard dashboard shown to all employees accessing the system contains a wide range of informational panels to let the employee know what’s going on in different parts of their record. However, if there are parts of the SMB platform you are not currently using, you can switch off the display of panels to streamline the interface for your employees.

To update the dashboard settings, go the Administration section from the main menu and select “Menu Options” from the “Communications” panel. On the page that is shown, you may simply select or deselect the options you wish to have available to employees and click “Save Changes” to update the system.

Note: There are certain options, such as “Dashboard” and “Administration” that cannot be turned off.