When you login to the the system, your session begins on the Connect dashboard. The dashboard displays a summary of the information you want to see.
The first time you open Connect, you need to set up the the dashboard to display snapshots of the information you want to see.
Follow these directions to set up your dashboard.
- Click the icon at the end of the Dashboard field. The Create
Dashboard fields appears.
- Define the dashboard. Fields with a red asterisk are required.
- Click Save. The Dashboard screen appears with a place holder to add content and several new icons. Hover over the icons to identify their function.
- Drag the plus sign over the placeholder to insert your first dashboard widget.
The widget fields appear.
- Click Save. The widget is added to the dashboeard.