Once logged into Matrix you'll arrive at your dashboard within the system. There are two dashboard views, New and Classic. The New dashboard option allows for customization to personalize the widgets and tools that you have available to you. To access the New dashboard with this feature, click your login name in the top right corner, and adjust the toggle from Classic to New. The New dashboard has a clear updated look, and the excellent Timeline feature which allows you to see recent activity your client's have performed. Learn how to edit your dashboard below for a custom experience.
1. Click Edit Dashboard
2. Click the toggle to activate each widget you'd like to include on your screen or click again to deactivate a widget you'd like to remove. Only the News & Alerts widget has the lock icon indicating it cannot be altered.
3. Click and drag on the double line icon to reorder the widgets.
4. When your customization is complete, click the double carat icon to close the menu. Your selections will be included the next time you return to the dashboard.