How does the dashboard in Zoho Connect work? 

What is the personal dashboard?

Each user will be allowed to create only one dashboard for themselves.

What are widgets? 

Types of widgets

Custom widgets

System widgets

Each system widget can be added to the dashboard only once. Whereas, a custom widget can be added multiple times. 

Who can edit the dashboard?

Who can edit the personal dashboard?

How do I enable dashboard in my network? 

1. Click the gear icon  in the right menu.
   
2. Select Settings from the dropdown.
   
   
   
   
3. In the Settings page, click Manage Apps under Apps and Features.
   
   
   
   
4. From the list of apps, scroll to Dashboard and toggle the button next to it.
   
   
   

Once disabled, the dashboard will not be available to the network members. However, admins can still access the dashboard.  

How do I enable the personal dashboard?

Only the admins can enable the personal dashboard. 

To do this: 

1. Click the gear icon  in the right menu.
   
2. Select Settings from the dropdown.
   
   
   
3. In the new page, select Modules under Policies.
   
   
   
   
4. From the list of permissions, go to the question, "Who can create a personal dashboard in this network?"
   
5. Choose the option that works best for your network.
   
   
   

To disable the personal dashboard, follow the same steps and choose "No one" from the list of permissions.

How do I edit and publish the dashboard? 

1. Click Home in the left menu.
   
2. By default, the network dashboard opens, click the tab next to it to navigate to your personal dashboard.
3. Click the pencil icon in the bottom-right part of the page.
   
4. Navigate to the required widget in the Edit menu on the left. You can also find a widget you're looking for, by using the Search box.
   
   
5. Hover above the widget, you'll see the reposition icon [  ]. Drag and drop to the preferred position in the dashboard.
   
6. Once you’ve added all the widgets, click Save or Preview & Publish in the top-right corner of the edit screen. 
   

1. Preview & Publish: Use this option to see a preview and publish the dashboard. Once published, all members in the network can access the dashboard.

1. Save: Use this option, if you'd like to save the dashboard as a draft and exit the edit mode without publishing it. You can come back later and continue editing from where you left.
   
   
   
   

Available Customizations

1. Full-width: Enabling this option will automatically adjust the aspect ratio of the widgets to give a wider view. 
2. Dashboard's background color: Choose a custom background theme for the dashboard. You can also choose between solid and gradient fill options. 
   
3. Widget tile font size and color: Customize the font size and color of the widget title. The option selected here will be applied to all widgets in the dashboard.
4. Border radius: Adjust the curvature of the widget corners to give a rounded-edges look. 

1. Make sure you are in the dashboard's edit mode.
   
2. Switch to the Settings tab in the edit menu.
    
   
   
   
3. Use the options listed in the tab to make the required changes.
   
4. Once done, click Save in the top-right corner of the edit screen.
   

Additionally, we also have the option to use an image as dashboard background.

Who can access the dashboard? 

Who can access the personal dashboard?