CERRIX Documentation
  • Introduction to CERRIX
  • CERRIX Functionalities
    • Getting Started
    • Using the Dashboard
    • Module Overview
      • Risks
        • AI Risk Description Refinement
        • Budget-based Risk Scoring
      • Controls
        • AI Control Description Refinement
      • Control Advanced Effectiveness Testing
        • Control Advanced Effectiveness Testing Video's
      • Incidents
        • Incidents Standing Data & Emails
        • Creating a New Incident
        • Incidents Workflow
        • Incidents Workspace
        • Incidents Roles & Rights
        • Incidents: Known Issues & Future Improvements
      • Events
      • Business Improvement Management
        • Measures of Improvement (MoIs)
          • Working with MoIs (Measures of Improvement)
        • Findings Report
      • Data Management
      • Third Party Management
      • Tasks & Control Execution
      • Key Risk Indicators (KRI's)
  • Admin Settings
    • External Connections
    • AI Settings
    • Authentication & User Provisioning
  • API Documentation
  • Best Practices & Guides
    • Control Design & Implementation, Execution & Effectiveness Testing: What's the Difference?
    • CERRIX AI FAQ
  • Implementation Guide
  • Import Templates
  • About CERRIX
    • Getting Support
    • Release Notes
    • Release Planning
    • Product Strategy & Roadmap
    • Heavy & Light Users
  • Compliance
    • Strategic Information Security Policy
    • ISO 27001
    • ISAE 3402 Type II
    • Privacy / GDPR
    • Security Statement
    • FSQS Certificate
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  • Key Features
  • How to Customize Your Dashboard
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  1. CERRIX Functionalities

Using the Dashboard

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Last updated 11 days ago

The Dashboard in CERRIX serves as your centralized hub for accessing key features, modules, and tasks. Fully customizable, it allows users to create a workspace tailored to their needs.

Key Features

Customization

  • Add, remove, and rearrange widgets to personalize your dashboard.

  • Save presets for quick access to preferred layouts.

Navigation

  • Access all CERRIX modules directly from the dashboard.

  • Use tabs to toggle between active sessions and tasks.

Notifications

  • Stay updated with task reminders, alerts, and system messages.

  • Manage notifications via the top-right menu.

Tip: Set your default dashboard for a streamlined experience each time you log in.


How to Customize Your Dashboard

1. Adding Widgets

  1. Enter Edit Mode by clicking the pen icon in the top-right corner.

  2. Select widgets from the list.

  3. Drag and drop widgets onto the dashboard.

2. Rearranging Widgets

  • Click and hold a widget to move it.

  • Resize widgets by dragging their edges.

3. Saving Changes

  • After customizing, click Done Editing to save your layout.

Managing Tabs and Filters

  • Use the tab bar at the top to switch between opened modules or tasks.

  • Apply filters to focus on specific data or widgets.


For further assistance, refer to the Getting Started guide or explore other modules in the Modules Overview.