Create and manage your dashboards in Online Access to see relevant information at a glance.
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Create a new dashboard
Click the Dashboards dropdown and select Create dashboard.
Enter the Dashboard Name and Dashboard Description.
Optional:
To limit the accounts that appear in your Viewing As dropdown on the dashboard, you can select specific accounts using the Select Accounts dropdowns.
If no accounts are selected, the Viewing As dropdown will populate all accounts available to the Online Access user.
Click Submit.
Your Online Access account will refresh, and the new dashboard will appear.
The widget library will appear on the right side of the screen for you to begin building your dashboard.
Adding & removing widgets
To open the widget library, click the Dashboards dropdown and select Manage dashboard widgets.
Search for a widget by name using the search bar at the top or scroll through the widget list to view all available widgets.
Click on a widget's thumbnail to view more details.
Click Add next to a widget to add it to your dashboard.
Click Remove to remove widgets from your dashboard.
Drag and drop widgets to rearrange your dashboard.
Click the ✖️ to close the widget library when are done arranging your dashboard.
Widgets are role sensitive!
If the current Viewing As selection does not have the necessary permissions, the following message will appear:
Once the Viewing As is changed to a compatible account, the widget will be visible.
Managing your dashboards
Click the Dashboards dropdown and select View all dashboards.
Set your default dashboard
Use the Default column to choose which dashboard you'd like displayed upon login.
Edit a dashboard
Edit a Dashboard Name, Dashboard Description, or reconfigure which accounts are displayed under the Viewing As dropdown.
Click the pencil icon.
Edit any information needed.
Remove a dashboard
Click the trash icon to delete a dashboard.
If the Default dashboard is deleted, the next dashboard in the list will become default.
Need help? Don't hesitate to ask our Help Center!
(800) 692-5125 | help@funeraldirectorslife.com