Customizing your dashboard
Choose the widgets on your dashboard, arrange and resize them, and set what each one shows.
Your dashboard is made of widgets. Everyone starts with the same standard set. You can change yours to show what matters to you, and only you see your layout. Your colleagues' dashboards don't change.
Change your dashboard
- On the dashboard, select ⚙ Customize.
- Each widget gets a toolbar:
- ↑ ↓ move it up or down. You can also drag a widget to a new place.
- ↔ changes its width: a third, two thirds, or the full width of the page.
- ⚙ opens its settings, such as how many items to show.
- ✕ removes it.
- + Add widget adds another one. You can add the same widget more than once, for example two Flexible assets widgets for different types.
- Select Done. Your changes are saved as you make them.
Reset to default brings back the standard layout and removes your own widgets and their settings.
Widgets
| Widget | What it shows | Settings |
|---|---|---|
| 📊 Counts | How many organizations, assets, documents, passwords and contacts you can see. | Which counts to show |
| 🦉 Ask Knowa | A box to ask Knowa a question without leaving the dashboard. Needs the Ask Knowa permission. | |
| 🏢 Organizations | Recently updated clients, or a list you choose, such as the clients you look after. | Recent or chosen, how many |
| 📄 Recent documents | The latest changes to documents and runbooks. | Everywhere, Knowledge Base only, or client documents only |
| ⏰ Expiring soon | Domains, certificates, licenses and warranties coming up for renewal. | How many days ahead (0 uses the workspace setting) |
| 🕘 Recent activity | What's changed lately. | Everyone's changes or only yours |
| 🔔 My notifications | Your latest alerts from the 🔔 inbox. | Only unread |
| 🗂️ Flexible assets | A table of one flexible asset type, such as Microsoft 365 licenses or backups. | Type, organization, how many |
| 🔗 Quick links | Your own shortcuts to portals and tools. | Links (web addresses starting with https://, or Knowpoint pages such as /orgs/12) |
| 📝 My note | A private scratchpad, written in Markdown. Handy for an on-call rota or today's to-do list. | The note |
| 🔄 Integration health | Whether each PSA, RMM and Microsoft 365 sync is working. Admins only. |
Good to know
- Widgets follow your access. They never show an organization, item or password count that you couldn't see elsewhere in Knowpoint. If your access changes, your widgets change with it.
- A dashboard can have up to 24 widgets.
- On a phone, widgets are shown one under another, in the same order.
- My note is private to you, but it isn't encrypted like passwords. Don't keep secrets in it; store them as passwords.
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