ADMIN: Dashboard Display Settings
As a ClientBAY Admin, you have the power to create a cohesive and professional brand experience by managing the default appearance of all user Home Dashboards. This includes setting organization-wide default colors for widgets and controlling the palette of colors users can choose from for customization.
⚙️How to Update Display Settings
Navigate to Settings: Click the Settings icon in the top-right corner.
Open Display Options: Select Dashboard Display under the Dashboard Callout section.
Choose Your Customization Level: * System Default Colors: Automatically applies the standard system palette to all user widgets.
New System Default Colors by Widget: Allows you to customize colors for each specific widget.
🛠️Customizing Individual Widgets
If you choose to set colors by widget, you can manage two main areas:
Default Color Palette: Select the specific colors you want to make available to your agents. This limits their choices to brand-approved colors.
Default Color Dropdown: Pick the specific color the widget will use by default.
Preview: Use the Example Preview on the side to see how your changes will look before going live.
✅ Finalizing Changes
Once you are satisfied with the color settings, scroll to the bottom and click Save.
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