Customize 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.

Profile

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.

Dashboard Customization

The Dashboard Customization tab is available to all office staff. The two areas of Dashboard Customization are Tiles and the Dashboard.

• Tiles Customization—The tiles you select will appear on your Dashboard as Quick Tiles. The availability of tiles will vary depending on your rights within the VO.
• Dashboard Customization—Toggle the switch  to turn sections of the Dashboard on or off. The default setting is in the "on" position. Click here for definitions of these sections.
• Click the Submit button to apply the changes and close the window.
  
  

Color Scheme

The Color Scheme tab is available for staff with Partner or Webmaster rights.

• Color Scheme—The default color scheme is blue. Select the desired color scheme and click the Preview button to preview your new dashboard. Click the Update button to apply the changes and close the window. The color scheme will apply to the Dashboard, Quick Tiles, and other icons.
  
  

Theme Customization

• Toggle the switch 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.
• Choose the color scheme you prefer for each section by clicking on the Color Palette.
  
  
  
  
•  Enter a Pantone color code or click the Eyedropper icon to open the color picker. The color in the center of the grid, in the highlighted frame will be the color selected when the color picker is closed.
  
  

•   Click the Apply Custom Theme button after selections are made. 

Upload Logo

• Click the Upload Logo button.
  
  
  
  
• Select the Image Type from the drop-down menu at the top of the window. The image options are located to the right of the page.
  
  • A Favicon is a small icon that is associated with your URL, which appears in the browser window or tab.
  • The Loader is the icon that appears when the program or page is loading.
  • The Dashboard icon appears in the upper left corner of the Dashboard.
  • The Login icon appears on the login page.
    
    

• Select Browse to locate the desired file. At this time, the image must be in JPEG or PNG format (marked by extensions .jpg, .jpeg, or png). Double-click on the file.
• Use the slider to zoom in and out. Click on your image to center it within the frame. Click Preview for an image preview. 
• Select Upload. An "Upload Successful" message will open at the top right of your window, over the Control Menu.
• The new image will appear the next time you refresh the page.

Client Dashboard Customization

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.

• Client Tiles Customization—The tiles you select will appear on your clients' Dashboard as Quick Tiles. These are dynamic tiles. If your client does not have PayPortals or Payroll Forms, the corresponding Quick Tiles will not be visible. 
• Client Dashboard Customization—Toggle the switch to activate the options for the clients' Dashboard. The default is set to the "on" position.
• Click Save and close the window.