Change a User's Dashboard

How to change your dashboard to reflect a different role.

• NOTE: This can only be done by a firm administrator.
• Navigate to the  Icon in the top right corner of your account and select Users.
• Scroll to or search for the user whose dashboard you want to update.
• Click on the arrow at the end of that user’s row and select Edit User from the drop-down menu.
• A pop-up window will appear.
• Under the dashboard section, search and select the desired dashboard for that user.
• Click Save at the bottom right corner of the pop-up window.
• That user’s dashboard will reflect the changes.