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Set Up Home Dashboard- Workspace Admin

Steps to customize your home dashboard as a workspace admin

Updated over 2 weeks ago

How to Set Up your Home Dashboard as a Workspace Admin

  1. Click on Configure on the top right-hand side of your screen

  2. Select the widgets you would like to display- you can add as many or as few as you would like

  3. Understanding the widget options

    1. My Transactions: Scroll through the transactions you are personally working on.

    2. Latest Transactions: Another view of your transactions with the option to filter by transaction status.

    3. My Dates & Deadlines: Display of all the dates and deadlines from your personal transactions. You can view this as upcoming which will show a list of all of your Upcoming dates and deadlines or see a daily view which will show, Today's, Tomorrow's, and Upcoming separately.

    4. My Calendar: A calendar view of all of your dates and deadlines. Hover over a date to view the property address. Click on the date to be taken into that transaction page.

    5. Workspace Transactions: Display's all transactions from agents within your workspace.

    6. Workspace Dates & Deadlines: All dates and deadlines within your workspace. Select whether you would the daily view or just see all upcoming dates in a list.

    7. Workspace Calendar: A calendar view of all of all workspace dates and deadlines. Hover over a date to view the property address. Click on the date to be taken into that transaction page.

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