Web Office Customization Checklist

This checklist shows you all the tools available to customize your Associate’s Web Office experience. Follow each guide and check the boxes to keep track of each section you complete.

  If you have any questions or need assistance with any of the steps, contact Customer Care by clicking the Help button in the corner of your screen.

Before You Start

You should check out our handy Introduction to the DirectScale Platform. This guide will give you an overview of how to use the admins, as well as some common interface elements.

This checklist also assumes that you’ve completed the Initial Setup Checklist.

Basic Customization

Configure Widgets and Widget Pages

Advanced Web Office Customization

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