1. What is the Dashboard Customization feature?

The Customize button on your organization's homepage opens the Personalize Dashboard panel, where each administrator can control which sections appear on their dashboard, how those sections are displayed, and in what order they appear.

Settings are saved per administrator account, so every coordinator on your team can have their own layout without affecting anyone else.

2. How do I open the dashboard customization settings?

From your organization homepage, click the Customize button. This opens the Personalize Dashboard panel where all layout settings are managed.

3. What sections can I customize?

There are four main sections you can manage:

• My Forms
• Sequences
• Opportunities
• Schedule

A fifth section, Chats, is also configurable but behaves independently from the rest (see below).

4. Can I change the order of the sections on my dashboard?

Yes. At the top of the Personalize Dashboard panel, the four main sections can be dragged and reordered. The order you set here reflects the top-to-bottom order they appear on your homepage.

The default order is: Forms, Sequences, Opportunities, Schedule.

5. What display options are available for each section?

Each of the four main sections has a Display Options setting that controls what content populates it.

My Forms

• Show pinned forms (default) - only forms you have pinned
• Show all - every form in the organization
• Hide section - removes the section from your dashboard entirely

Additional toggles for My Forms:

• Condense section - collapses the card so only the header is visible until expanded
• Show new submissions - surfaces newly submitted forms in the section

Sequences

• Show pinned sequences (default)
• Show all
• Hide section

Additional toggle for Sequences:

• Condense section

Opportunities

• Show pinned opportunities (default)
• Show all
• Hide section

Additional toggle for Opportunities:

• Condense section

Schedule

• Show pinned shifts (default)
• Show shifts I coordinate
• Show all
• Hide section

Additional setting for Schedule:

• Daily or Weekly Format - choose between showing today's shifts or a weekly schedule view

Note: The Daily/Weekly Format option only appears when Schedule is set to visible. If Schedule is set to Hide, this option is not shown.

6. How does the Chats section work?

Chats is a separate section not included in the drag-and-drop order. It has two settings:

• Show recent 5 chats (default)
• Don't show chat

Chats always renders independently from the four main sections.

7. If I hide a section, do the other settings for it still apply?

No. The Display Options setting is the master switch for each section. If you set a section to Hide, all other settings for that section (such as Condense or sub-format toggles) have no visible effect.

Think of it this way:

• Display Options controls what data populates the section
• Condense controls how much vertical space the section takes up
• Format and sub-toggles control how that data is shown

8. How do I save my settings?

At the bottom of the Personalize Dashboard panel, you have three options:

• Save - applies your changes and refreshes the dashboard immediately
• Close - closes the panel without saving any unsaved changes
• Reset to default - removes your custom settings entirely and restores the original layout

9. What does Reset to Default restore?

Resetting returns your dashboard to the following state:

• Pinned-only display for every section
• No sections condensed
• Today's shifts selected for Schedule format
• Recent 5 chats shown
• Default section order: Forms, Sequences, Opportunities, Schedule

10. Do my dashboard settings affect other administrators?

No. Settings are stored per individual administrator account. Each coordinator can configure their own dashboard layout independently without impacting their teammates.