Dashboard
The dashboard is the home page for your account. It's also the home page for other people you invite to your account.
On the dashboard everyone will see their projects, tasks, files, payments & time (Collaborators won't see time).
People will only see the things they have access to. So when you invite people they will only see the things you have invited them to or given them access to. This means the dashboard is personalised for each person and they will see the things that matter to them when they first log in.
The dashboard can be edited by each person so they can set it up in the way they like it. Or, if you have a Creator Admin role you can edit the way the dashboard shows by default for other Creators and Collaborators. See how to do this below.
Editing the dashboard
To edit the dashboard click on the "Edit Dashboard" button at the top right of the Dashboard page.
Then you'll be shown the edit dashboard page.
If you are a Creator Admin then you'll see an option to switch between your own dashboard and the default dashboard for All Creators and All Collaborators.
This lets you set up how the default dashboard will look for all people with a Creator or a Collaborator role. This is a great way to define how things look for other users by default. They will be able to edit their own view but unless those people do edit their dashboard then they will see it how it is defined here.
If you are not a Creator Admin then this option won't show and any changes will only be saved for the current users dashboard.
When you are editing the dashboard each card has a set of options that help you define what shows in the card. You can filter, sort and group the data to show whats important to you.
When you save your dashboard will be overwritten and you'll see it with the saved settings.
To reset a dashboard type to default at any time click on the "Reset" button. This will reset the dashboard to the default and save it.