Dashboards

Dashboards

Info

Who can use this feature?

Business and Enterprise Plan

System admin users only

Give your clients and staff a personalised dashboard with quick-link buttons and a banner message. Use it for a welcome message, links to your website or client portal, your latest news, office details or instructions for staff.

You can set up a separate dashboard for clients and for staff. Changes appear automatically for all users, and you can update them as often as you like.

Customise your dashboard for clients and staff

  1. From your desktop, go to Admin.

  2. Under Customisation, click Dashboard.

  3. Under Dashboard for client users or Dashboard for staff users, click Add buttons.

  4. Pick one of our suggested buttons, or click Create my own button and choose an icon, a label and a target URL. Click Save. You can add up to 10 buttons. We recommend 8 - this will appear on two lines on mobile and one full one on web. 

  5. To reorder your buttons, click Change Button Order, then drag and drop them.

  6. Click Add banner. Enter a title and your message, then format it with bold, italics, underline, lists, text size and links. Click Save. The title only shows if the message is filled in.

  7. Turn on Enable customised Dashboard for that group. Clients and staff each have their own switch.


Tip 1: Button icons use your brand colour. To change it, go to Customisation → Branding, choose your colour and click Save. You can try it just for yourself first, or click Apply theme to apply it for everyone.

Tip 2: For Button titles, simple short names are better, because different screen sizes and fonts on different mobile devices could produce different results. For example "Website" is better than "Visit our website". Short words are more consistently rendered than long ones, so "News & Events" will appear on 2 lines rather than splitting "Communications". 

Tip 3: Keep your Banner text short 8-10 lines as per example below so it appears on 1 screen on mobile. 

Tip 4: You can invite a dummy client user to see how it looks on mobile and desktop. 



Sample Client Dashboard text

Remember to customise all links before applying.

Hello! Welcome to your Dashboard. You will find links to our financial portal, latest news and important contact information. We're here to help you stay on course toward your financial goals and only a chat away.

Market Insights: We've published our outlook for 2026. Read Our Latest Market Commentary ▸

New Office Address: 123 Financial Plaza, Suite 100, Anytown, USA 12345

Office Hours: Monday to Friday, 9:00am – 5:30pm.

Bank Information (if you need to make a transfer)

  • Bank: HSBC
  • ABA/Routing: 026009593
  • Account: 1234567890
 

Sample Staff Dashboard text

Remember to customise all links before applying.
 

Hello team! Welcome to your staff Dashboard. You will find links to our core platforms, today's priorities and key internal contacts. Everything you need to start the day, all in one place.

Team Update: Q3 client reviews are due by Friday. Open the Review Tracker ▸

Today's Focus: Investment committee meeting at 2:00pm, Boardroom.

IT Support: Message the Operations team in Chats.

Key Contacts

  • Operations: ops@yourbrand.com
  • Compliance: compliance@yourbrand.com
  • IT Helpdesk: ext. 200