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Setting Default Dashboard Widgets for Employees

Written by Teachworks Support

The Teachworks dashboard is the first page that is displayed when you or your employees' log into your Teachworks accounts. You can customize the widgets that are displayed on your employees' dashboards by default by following these instructions:

  1. Click on Dashboard and then click on "Employee Default Widgets".

  2. There are two sections displayed on this page:

    • The first section is used to set defaults on your Staff accounts.

    • The second section is used to set defaults on your Teachers' accounts.

  3. Check the boxes under each column that you would like to include.

Widget Permissions

The widgets that are available to your employees will depend on the add-ons that have been enabled in your account, the user's account type and the permission settings on the user's profile. The following list contains the permission settings that determine if a user can view a widget:​

Permission

Widgets

Calendar Events Permission

  • Upcoming Lessons

  • Uncompleted Lessons

  • Requested Lessons

Accounting Permission

  • Invoice Totals

  • Overdue Invoices

  • Payment Totals

Account Settings Permission

  • Plan Usage

Reports Permission

  • Monthly Stats

  • Lesson Status

Task Permission

  • Upcoming Tasks

  • Overdue Tasks

Employee Permission (Manage)

  • Employee Form Submissions

Student Permission (Manage)

  • Student Form Submissions

Notes Permission

  • Profile Notes


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