Using the Dashboard

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.

  • 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.

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