Customizing Your Dashboard: A Step-by-Step Guide

Momentum AMS provides tools so that each user can customized their Dashboard

Customizing Your Dashboard: A Step-by-Step Guide

1. Accessing the Admin Menu

  • Click on the admin menu (your name) in the top right corner of the screen.

2. Navigate to Dashboard Settings

  • Click on "Details" in the top right corner.
  • Click on "Edit" at the top right.
  • Scroll down towards the left of the screen to find "Dashboard and Main Menu Permissions".

3. Customizing Visibility

  • Select Dashboard Main Menu Permissions
  • Select Dashboard Permissions
  • The checked items are visible; simply uncheck the items you want to be not visible.

4. Adjusting Widget Display

  • Select Dashboard Widgets - Collapsed
  • Uncheck the items you want to default opened

5. Updating Your Changes

  • After making your desired adjustments, scroll down to the bottom left corner
  • Click on "Update" to save your customized dashboard settings.