Super Admin are able to customize dashboards, portal pages, and email templates in order to brand the portal as their own and show, process, & create data as they wish.
In order to access the Dashboard Builder, go to "Developer" > "Dashboard Builder". This has two parts: Custom Pages & Built-In Pages.
With custom pages, you can:
- Create, edit and delete custom dashboard pages for desktop, mobile, or both.
- Assign permissions for each dashboard page based on end-user's role or type of subscription they have. For example, if your product has multiple plans you can assign different pages to different plans.
- Specify if the custom page should be listed on the left nav bar & drag + drop pages in the list to re-order the nav bar.
The portal also allows you to customize built-in pages, such as the Login page, Reset Password Page, and more.
In order to access the Email Template Editor, go to "Developer" > "Email Templates".
From this page, you can:
- Modify the subject + content of each email sent from the portal
- Enable + disable emails
- Send test emails