Overview

The Home page is the first thing users see when they log in. The home page dashboard makes it easy for users to quickly view banner information, locate their courses, check the calendar, and more!

1. The top banner widget.
   
2. The Courses (or Classes) widget.
   
1. Note that the Goals widget can also be added as a carousel to the center panel.
3. A section containing additional widgets, including the awards widget, the groups widget, and custom report widgets.
   

Configuring the dashboard

1. Click the Edit widgets  icon in the upper right of the center panel.
   

1. Click Center panel.

The widget editor displays, with a column on the right that displays Available widgets. To use the widget editor:

1. Drag and drop widgets from the Available widgets column to the center panel to add a widget.
   
2. Drag and drop a widget from the center panel to the Available widgets column to remove a widget.
3. Drag and drop widgets in the center panel to reorder them. 
4. Click Save to save your changes.
   
5. Click Cancel to cancel your changes.
   
6. Click Reset to reset widgets to the default layout. 
   

On your personal dashboard, you can hide widgets. To hide a widget on your dashboard:

1. Click the three dot icon in the upper-right corner of the widget.
   
2. Click Hide.
   

Hidden widgets appear in the Hidden widgets widget in the right panel. To add a hidden widget back to the dashboard:

1. Click the expand  icon next to the widget's name.
   

Configuring dashboards by organization

1. Click Organizations from the primary navigation menu.
   
2. Click Options from the fly-out menu.
   
3. Select the Allow all organizations to have their own customizable dashboard checkbox.

1. Click Admin from the primary navigation menu.
   
2. Click Permissions from the fly-out menu.
   
3. Click the Business tab.
   
4. Click Edit for the Default organization permissions.
   
5. Select the Customize the home dashboard checkbox for administrators.
   
6. Click Save.
   
7. Click Edit for Suborganization permissions.
   
8. Select the Customize the home dashboard checkbox for administrators.
9. Click Save.

1. Configure the organization dashboard by clicking the Edit widgets button, and following the instructions in this article to add and remove widgets.
   
2. Configure the organization banner widget by clicking the Edit button on the banner widget (configuring the banner widget is covered in greater detail later in this article).
   
1. Note - Organization administrators can identify that they are accessing the organization dashboard by the welcome text on the banner widget. The banner widget text will default to Welcome to organization name.
   
2. Additionally, the organization logo will display in the organization widget (if enabled).
   
1. Administrators can enable the Display logo of user's organization in the upper-right of their dashboard setting through Admin > Dashboard > Settings. 
   

1. Click Organizations from the primary navigation menu.
   
2. Select the organization name from the fly-out menu.
   
3. Click Admin from the Organization menu.
   
4. Click Dashboards from the fly-out menu.
   

1. Click the Enable custom home dashboard for this organization checkbox.
   

This will enable Organization administrators for the individual organization to customize the dashboard. 

Please note that if the Allow all organizations to have their own customizable dashboard setting is enabled, you do not need to enable custom dashboards for each organization individually. If you select the Dashboard tab for an individual organization, the message Custom home dashboards have been enabled for all organization via the Admin/Organizations/Options area will display.

Configuring the banner widget

The banner widget sits at the top of the home dashboard by default, and is sometimes referred to as the Welcome widget because it is one of the first things users see.

To edit the banner widget:

1. Click the Edit icon. 
   

The Settings pop-up displays, with the Carousel editor on the left, and a preview window on the right.  

To edit the carousel:

1. Click an existing slide to edit it.
   
2. Click the reorder  icon to drag and drop the slides into a different order.
   
3. Hover over a slide and click the cog icon to hide or delete an existing slide.
   
1. If a slide is hidden, you can show it by clicking Show from the cog menu.
4. Click + Add slide to add a slide. 

The Add banner slide pop-up displays.

1. Click Text+Picture to add a slide with text, an image, and an optional button.
   
2. Click Custom HTML to use the editor to create a custom slide.
   

1. Enter text in the Heading field to add heading text to the slide.
   
1. Use the editor to adjust the text.
   
2. Enter text in the Description field to add text that will display below the heading.
   
3. To change the text color, enter a color HEX code in the text color field.
   
4. To change the background color, enter a color HEX code in the Background color field.
5. Click Change picture to add or edit the carousel image.
   
1. The recommended size for a carousel picture is 700px wide and 350px high.
   
6. You can also add a call to action button:
   
1. Enter text in the button text field.
   
2. Select a page for the button link.
   
1. If you do not select a button link, the call to action button will not display.
   

You can also add visibility filters if you want to target the banner to specific groups of users. Visit the Filters article for additional information on using visibility filters.

Once the slide is configured,:

1. Click Back. The changes will be saved automatically.
   

When adding a slide, if you selected Custom HTML, the Custom pop-up will display.

1. Use the editor to create a custom slide.
   
2. Click Save.
   

In the Settings area, you can add a title to the banner widget and define the autoplay speed.

1. Enter text in the Title field to add or edit the name of your banner widget.
   
2. Select the number of seconds you would like each slide to display from the Autoplay slide speed drop-down menu.
   
1. You can select Don't autoplay if you do not want the carousel to automatically change slides.

1. Click the Close icon.
   
2. Changes are saved automatically.
   

If you customize the Home dashboard banner widget content, and want to reset it back to the default content:

1. Click the Reset icon.
   

Configuring additional widgets on the center panel

When editing the dashboard, you can choose to add multiple widgets to the center panel of the dashboard.

By default, the Courses widget displays as a carousel below the banner widget in the center panel. The Courses widget has multiple tabs based on your role. For example, instructors will see the following tabs:

1. Teaching: Displays all courses for which the user is listed as a teacher.
   
2. Enrolled: Displays all courses the user is enrolled in.
   
3. Compliance: Displays all compliance courses the user is enrolled in.
   
4. Completed: Displays all courses the user has completed. 
   

To add additional widgets to the dashboard.

1. Click the Edit widgets  icon in the upper right of the dashboard.
   
2. Click Center panel.
   

The widget editor displays.

1. Drag and drop widgets from the Available widgets column to the center panel to add a widget.
   
1. In the screenshot below, the Goals widget will be added below the Courses widget.
2. Drag and drop a widget from the center panel to the Available widgets column to remove a widget.
3. Drag and drop widgets in the center panel to reorder them. 
   
4. Click Save to save your changes.
   
5. Click Cancel to cancel your changes.
   
6. Click Reset to reset the dashboard to the default layout.

The Goals widget has been added to the dashboard below the Courses widget in the example screenshot below. The Goals widget displays as a carousel for users who have active and paused goals.

Additional widgets can be added to the center panel. The majority of widgets are much smaller, and it is recommended that you add them below the Courses and Goals carousel widgets. Available widgets include the Catalog overview widget, the Groups widget, the News widget, Reports widgets (which can be customize), the Awards widget, and the Mastery widget.

To learn more, visit the Widgets article. 

Configuring the right panel

Just like the center panel, you can customize the widgets that display for users in the right panel by adding, removing, and rearranging widgets. 

To modify the widgets in the right panel:

1. Click the Edit widgets  icon in the upper right of the dashboard.
   

The Edit pop-up displays. To edit widgets in the right panel:

1. Click Right panel.

The widget editor displays, with a column on the left that displays Available widgets, and a column on the right which displays the widgets in the right panel. To use the widget editor:

1. Drag and drop widgets from the Available widgets column to the right panel to add a widget.
   
2. Drag and drop a widget from the right panel to the Available widgets column to remove a widget.
3. Drag and drop widgets in the right panel to reorder them. 
4. Click Save to save your changes.
   
5. Click Cancel to cancel your changes.
   
6. Click Reset to reset widgets to the default layout. 

There are a wide variety of widgets that can be added to the right panel. Available widgets include:

1. To do widget: This widget displays your to-do list. If you are an instructor, this area includes a list of all the assessments to grade together with the course that the assessments are associated with. If you click on the link, it takes you to a list of just those assessments that need grading, as well as providing an option to see a complete list of all assessments. If you are a student, this area includes a list of all the assessments due together with the course that the assessments are associated with.
   
2. Compliance widget: If you are enrolled in a course that is required for compliance, this widget will display your status for compliance courses.
   
3. Game widget: If you are a part of a site wide game, your current score and level will display in the game widget.
4. Announcements widget: This widget lists all the business, course, and group announcements for the last seven days. To see an announcement's details, click on it. A pop-up will open with the announcement.
   
5. Today widget: This widget lists all of today's items, including assessments that are due, modules that you are teaching or taking, and calendar events.
   
6. Upcoming widget: This area lists upcoming items in the next seven days. Modules are not shown, only assessments due and calendar events. If there are more than 20 items, only the first 20 are listed.
   

To learn more, visit the Widgets article. 

The Agenda tab

The Agenda tab is designed to display upcoming events and courses by date. It can provide a convenient way for learners and instructors to see everything that's going on in a particular week.

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the User view tab.
   
4. Select the Agenda checkbox in the Home top tabs section.
   

Home landing tab

Another home page tab is the News tab. The News tab aggregates the main contents of your course feeds, group feeds, announcements, events and to-do list.

As an administrator, you can determine which tab is the default home page for users when they first login. To set the default landing tab for the home page:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the User view tab.
   
4. In the Home landing tab section, select News if you would like News to be the the home landing tab for users.
   
5. In the Home landing tab section, select Dashboard if you would like the Dashboard to be the the home landing tab for users.
   
1. Note that the Dashboard is the home landing tab by default.

Users can also adjust their own default home tab settings. To adjust your personal default home tab:

1. Click your profile picture.
   
2. Click Settings from the profile menu.
   
3. In the Miscellaneous section, select the News or Dashboard radio button to set your default home tab. 
   

Admin dashboard

The Admin dashboard displays site statistics that are only available to administrators. Learners and instructors cannot see this dashboard.

Visit the Admin dashboard article to learn more.