Dillner's Accounting Tools > section > Dashboard
The Customize Dashboard window is where the office staff can personalize their Dashboard to suit their everyday needs and work more efficiently in the Virtual Office. The tabs and tiles displayed in each section may vary depending on the user's Employee Rights (Basic, Client Maintenance, Partner, or Webmaster). To customize the Dashboard, click the Settings icon to open the Customize Dashboard window. The Profile tab is available to all users. Click the View Full Profile link located below the City field to edit your profile. The office owner's profile will display as the Office Profile. All office staff will display Employee Profiles. All clients will see a Client Profile. The Dashboard Customization tab is available to all office staff. The two areas of Dashboard Customization are Tiles and the Dashboard. The Color Scheme tab is available for staff with Partner or Webmaster rights. The Client Dashboard Customization tab allows you to customize your clients' Dashboards and is available for staff with Partner or Webmaster permissions. Changes made in this section will affect all clients.
Customize Dashboard
Profile
Dashboard Customization
to turn sections of the Dashboard on or off. The default setting is in the "on" position. Click here for definitions of these sections.
Color Scheme
Theme Customization
to activate the theme customization options. The default is set to the "off" position. Click the down
caret to expand the options and the up
caret to collapse the options.
Upload Logo
to zoom in and out. Click on your image to center it within the frame. Click Preview for an image preview.
Client Dashboard Customization
to activate the options for the clients' Dashboard. The default is set to the "on" position.
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