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On this page
  • Overview
  • Copy Web Widgets
  • Adding Widgets to the Mobile Dashboard
  • Publishing the Mobile Dashboard
  1. Modules
  2. Home
  3. Dashboard Selection

Mobile

PreviousWebNextSettings

Last updated 24 days ago

Overview

To enable a mobile-specific dashboard, toggle the Enable Mobile Dashboard switch to ON. When enabled, the mobile dashboard can be configured separately from the web dashboard, allowing admins to use a completely different set of widgets tailored for mobile users.


Copy Web Widgets

This option allows admins to replace the current mobile dashboard layout with the same widgets used on the web dashboard.

This will effectively reset the mobile dashboard and overwrite it with web dashboard widgets and widget settings.


Adding Widgets to the Mobile Dashboard

To add widgets, click the Widget Gallery button to open the Add Widgets pop-up.

Select the widgets you want to add, then drag and drop them to arrange their order. When finished, click Done.


Widget Options (Three-Dot Menu)

Each widget on the mobile dashboard includes a three-dot action menu with the following options:

  • Remove – Deletes the widget from the dashboard.

  • Set Properties – Allows you to customize settings such as the widget title and display format for mobile.

From the Set Properties menu, admins can configure the widget visibility. As with the web dashboard, widget visibility applies only if the user has access to the dashboard. The most restrictive rule wins — users must meet both dashboard and widget visibility criteria in order to access the widget's content.


Publishing the Mobile Dashboard

To make the mobile dashboard live for all users, click Publish Full Dashboard.

The mobile dashboard will be published in a locked state (users cannot modify it).

To notify users of the update, turn on the notification toggle before publishing.

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