Customer Summary: Customizable Management Dashboard

On the Customer Summary screen, you are able to customize which dashboards different Roles can see. Valkre Admin's can go to

• Settings (click on your Name at the Top Right)
  • Users
    • Role Management (then pick the Role you want to edit)
      • Customer
        • Dashboard

Drag and Drop the Widgets you want for that Dashboard, including the Customers widget, and arrange them in the order you want for that Role. *Please note that this has all the Features as an option, but that Feature needs to be on in Customer Type for the data to appear.*

The Portfolio Views will also adjust to this new layout, while the left-hand navigation will remain unchanged if you need to dig into those summaries.