Customising your Dashboard View

Customising your Dashboard View

Introduction

This article looks at how to configure the view for an individual on the Business dashboard in SMSF Sorted.

How to customise your dashboard view.

Step 1: From the Business dashboard, click the Settings icon under the Profile icon in the upper left corner.







Step 2: A selection box will appear with radio buttons.



Step 3: You can select the type of information from the available options to select what will be displayed on your Dashboard.



Step 4: To change the defaults, select the appropriate radio button, e.g. Assigned Jobs, then click Save.
The details displayed on the dashboard will update according to the selected preferences and be saved for future sessions.

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