Personalized Dashboards

Dashboards on Workbase are customized for specific roles within your organization, providing a centralized view of essential content tailored to each role.

What Are Dashboards?

Each role in your organization has its own dashboard, displaying crucial content relevant to that role. When you open Workbase, the dashboard automatically appears based on your assigned role, showing a personalized Dashboard and Newsfeed.

Switching Dashboards

If you have multiple roles assigned, you can switch between dashboards using the dropdown menu located below the Newsfeed. This menu only appears if you have more than one role assigned.

Editing Dashboards

To edit dashboards, you need the appropriate permissions. You must either:

• Be assigned to the role with administrative privileges.

• Be an Admin with the “Access to All Content” option enabled in My Settings, which allows you to view and manage all company dashboards.