ADMIN: Dashboard Announcement Banners
As Admin, you have the ability to create Announcement Banners to appear on the ClientBAY Home Dashboard for some, or all, of your users.
To create a Announcement Banner:
- Click your Settings icon in the upper right hand corner.
- Select Announcement Banners under the Dashboard callout.
- Select the +Create Announcement Banner button in the upper right.
- From the slide out, select your Layout Template.
- Once you select your Template, you can then start customizing your Banner. If you chose a layout that includes a picture, you can utilize the three dot action button that will appear when you hover over the photo spot to upload or change the photo. You can type into the text boxes and utilize the three dot action button for each box to change the font color. There are layouts that also include buttons which will have their own three dot action button where you can control the text, text color, button color and even include a link so when a user clicks on the button it takes them to that URL.
- Be sure to also choose a background color for your Announcement Banner by clicking on the three dot action button in the upper right of the banner! This will make your banner stand out to your users.
- Once you have the aesthetics of your banner done, click the Next button.
- Lastly, you can set the setting for your Announcement Banner. You can choose the dates and times that you want this banner to be displayed and also who will be able to see this Announcement Banner on their ClientBAY Home Dashboard.
- Press Finish when done and that Announcement Banner will then live on your Announcement Banner Dashboard.
Each Announcement Banner will also have a three dot action button where you can Edit, Delete or Preview that banner.
If you have more than one Announcement Banner that you need to create and display - NO PROBLEM! A carousel of Announcement Banners will appear for the users who have multiple banners displayed to them and users will be able to click through them easily - allowing them to see all of the announcements they need to see!
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