Decide which metrics and summaries customers see on the portal dashboard.
The Dashboard section controls the summary information on the portal home screen.
Use it to show only the data customers need.
Open the portal you want to edit.
Select Dashboard in the left menu.
Enable the metrics and counters you want to show.
Disable values your customers do not need.
Click Save.
No.
These settings only affect the dashboard.
Yes.
Dashboard visibility is configurable.
To keep the overview simple and useful.
Customer Portal
Use Customer Portal as a customer
Configure portal display settings
Last updated 3 months ago
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