Admins, rejoice! Did you know that you can customize your OneSuite dashboard to reflect your unique style and workflow? Yes you can, and here’s how:
1. Accessing Customization Options:
Begin by navigating to the Settings section within OneSuite.
2. Unveiling the “Customize Modules” Option:
Within the Settings menu, locate the “Customize Modules” option. This section empowers you to curate the modules displayed on your dashboard.
3. Crafting Your Ideal Dashboard:
The “Customize Modules” option typically presents a list of all available modules. Simply toggle the visibility of each module based on your preferences. For instance, if CRM is your primary focus, you might choose to prioritize the “CRM” module, while de-selecting modules you utilize less frequently.
4. Saving Your Preferences:
Once you’ve crafted your ideal dashboard layout, be sure to click the “Save” button. This ensures your personalized settings are applied, transforming your dashboard into a streamlined workspace that reflects your specific needs.
By following these steps, you can tailor your OneSuite dashboard to become a central hub that empowers informed decision-making and optimizes your workflow.
