When logging into empowOR 2.0 or clicking the Home Dashboard button, users will see the new Home Dashboard featuring Widgets that display information in sortable and filterable lists (e.g., Follow Ups).
Customizing the Home Dashboard
Each user can personalize their Home Dashboard:
- Click Manage Widgets (upper right of the board).
- The Manage Widgets screen appears.
- Click and drag Widgets to one of three sections:
- Left: Displays the Widget on the left side.
- Right: Displays the Widget on the right side.
- Available: Hides the Widget.
- Use the trash can icon to instantly move a Widget to “Available.”
For Administrators: Managing Staff Access
Administrators can control staff access to Widgets based on roles:
- Navigate to Staff | Donor | Volunteer → Manage Staff Access.
- Go to Home Dashboard 2.0 → Widget Management.
- Review the six available Widgets.
- Click Manage Access to set permissions.