Customising your dashboard

The User Dashboard is the landing page you visit each time you log in. You can return to your Dashboard anytime by clicking the ChurchSuite logo shown on every page in a browser environment or choosing 'Dashboard' from the Menu in an app environment.

Users can customise their Dashboard by adding and ordering Widgets of interest or those related to common tasks relevant to their role. In this way, each User's dashboard gives them amazing insights and easy access to the underlying data.

Adding widgets

There's no limit to the number of Widgets you can add and each one can be positioned in your preferred order - click into the clear blue space at the top of a widget and drag it over another widget to swap their positions.

To add a Widget click the + button at the top or bottom of the page.

Choose a widget of interest from the list within the Add widget placeholder. The widgets available to you depend on the modules your church/organisation subscribes to and your module permissions.

Some widgets require you to make certain selections. For example, the Rota widget requires you to choose a rota of interest. You can add multiple instances of most widgets. Some widgets cannot be added until data has been added to the related module. Having made a selection, click Save to add the Widget.

The newly added widget is shown populated with related data from the underlying module. Hovering your cursor over a Widget reveals Actions to Refresh, Edit or Delete the Widget. Most Widgets contain interactive content with clickable links and hover over pop-ups and filters. For example, in the rota Widget below, clicking on the rota name will open the rota to View and clicking on a rota member name will open that rota member's profile to View.