Overview:
This document includes steps on how to customize the widgets displayed upon logging in and launching the Home page.
Process:
Log in to Xvantage.
The Home page will depict a greeting message and main details about the account.
Look for the button that says Personalize on the right-hand side of the screen. By clicking it, it expands into an dashboard customization menu asking you what you would like to see.
The dashboard customization menu allows selection (de-selection) of widgets and activation of the widgets relevant to your job function. Once done click X at the top right or outside of the popup.
Users can rearrange each individual widget by dragging and dropping them anywhere on the screen, allowing for customization and prioritization of top widgets towards the top of the screen.