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Orient on the home dashboard and tailor what you see

Written by Aurora

Overview

The Dashboard is the default home experience after sign-in. It surfaces quick actions, key metrics, my actions, and recent activities in a layout you can personalise. This journey follows Part 1: confirm tenant context, scan panels, then enter Customise to toggle metrics and quick actions before Save.

Who can use this

Audience

Typical outcome

All users

See the work and KPIs their role allows.

Managers

Monitor team workload

Administrators

Switch tenant context when permitted and verify panels populate.

The base dashboard route does not require an extra feature permission beyond normal sign-in, but each panel’s data is still filtered by Role Base Access Contol.

Before you begin

  • Select an active tenant when your organisation expects full panel data; some panels may show guidance if tenant context is missing.

  • Note that preferences are per user, per tenant in the shipped guide.

Walk through the flow

Read the default layout

  1. After you sign in, stay on Dashboard (the page titled Dashboard in the header).

  2. Scan Quick Actions for shortcuts your role can run.

  3. Review Key Metrics (including HiPo cards when your tenant exposes them).

  4. Open My Actions to see assignments tied to you, and Recent Activities when that panel is enabled.

Enter customisation mode

  1. Click Customise in the dashboard header.

  2. Toggle individual metrics and quick actions on or off according to what you want visible.

  3. Adjust panel order if your UI exposes drag handles or ordering controls described in the guide.

Save or cancel changes

  1. Click Save to persist tenant-scoped preferences for your account.

  2. Click Cancel if you want to discard the session’s layout experiments.

  3. Return to reading mode and confirm the grid matches the combination you saved.

What happens next

  • Hidden metrics or actions no longer occupy space, reducing clutter for daily use.

  • Panels continue to respect role base access control even if a toggle is on; unavailable items simply do not render data.

Notes

IMPORTANT: Super admins who must compare tenants should use the tenant selector in the header before interpreting metrics.

If panels look empty, confirm tenant selection and network status before raising a defect.

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