Switch to “Edit Mode”, and then select the ellipsis “…” for the widget you want to modify.

TABLE OF CONTENTS

Step 1: Switch to Edit Mode
Step 2: Choose the widget you want to edit
Step 3: Apply your customizations

Step 1: Switch to Edit Mode #

• On your dashboard, click the “EDIT” button.
  
  
  

Step 2: Choose the widget you want to edit #

• To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select “Edit.”
  
  
  
• An editing menu will appear on the right-hand side.
  

Step 3: Apply your customizations #

• Apply your customizations and changes within the editing menu, then click “Save” followed by “Save Changes.”
  
  
  

Note: General widgets cannot be edited.

Note:  #

Wondering which plan unlocks the customizable Dashboard?

It’s currently available exclusively for the $497 plan and beyond. If you’re on the $97 or $297 plan, we recommend leveling up to unlock this feature. 

Custom dashboards on $497+ plans can be accessed by Agency Admins and Agency users.

Read more about managing permissions for dashboards here

What’s Next: #

• Removing a widget
• Resize widgets
• Rearrange widgets

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