7 steps to complete
When tabs are created for the Team Dashboard, widgets can be assigned to each one.
The Team Dashboard page allows the you to control which widgets and tabs display within an associate’s Web Office Team Dashboard.
Read more: 3.2. Configuring the Team Dashboard Widgets
In Web Office Admin, navigate to: Page Configurations > Team Dashboard.
Click the + ADD NEW button, and select Add Widget.
The Add Widget pop-up window opens.
Click the Widget dropdown, and select the widget you want to add.
Click the Tab dropdown, and select the tab under which you want your widget to appear.
Click the Published toggle on to publish the widget now after you save the configuration.
In the Relationships to the User Being Viewed dropdown, select who this widget will show for when the logged in associates is viewing another individual’s Team Dashboard.
- In Enrollment tree – Users in the logged-in Associates Enrollment Tree.
- In Placement tree – Users in the logged-in Associates Unilevel Tree.
- Outside their tree – Users who have no business relationship to the logged-in associate.
The rest of the settings are Multi-Faceted Configuration (MFC).
Enter your specific configurations for who can view the widget.
Step-by-step guide: How to Configure a Page Element in Web Office Admin with MFC
Once all required fields are completed, click SAVE.
You can drag and drop the Widgets List item to change the sort order the widgets appear in the Web Office.
Login into the Web Office, and navigate to the Team Dashboard (Business > Team Dashboard). The widget order loads in stacked rank, starting from the left of the page to the right.
Reminder: The widget will only show in the Web Office for the logged-in user if it is published and the correct configuration settings are in place.
You now know how to add a widget to the Web Office Team Dashboard.