Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify.


TABLE OF CONTENTS

Step 1: Switch to Edit Mode

  • On your dashboard, click the "EDIT" button.



Step 2: Choose the widget you want to edit

  • To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit."



  • An editing menu will appear on the right-hand side.

Step 3: Apply your customizations

  • Apply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes."



Note: General widgets cannot be edited.

Note: 

Wondering which plan unlocks the customizable Dashboard?
It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. 

Custom dashboards on $497+ plans can be accessed by Agency Admins and Agency users.

Read more about managing permissions for dashboards here

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