Widgets
6 min
Welcome to Your Portal Homepage
The Homepage dashboard is designed to give you quick access to the information that matters most to you. Using the customizable widgets, you can monitor work order activity, track work order approvals, and review work order postage activity-all from one convenient location.
Whether you're an internal team member or an existing customer, dashboard widgets allow you to organize information based on your needs and workflow.
What are Portal Widgets?
Portal Widgets are customizable dashboard sections that display work order information and give the user quick visibility to track certain historical activity.
Users Can:
- Add or remove widgets from their dashboard.
- Rearrange widgets by dragging and dropping them to different locations.
- Resize widgets to prioritize the information most important to each user.
- Create a personalized dashboard experience based on their preferences.
Think of widgets as individual information panels that can be organized to create your ideal workspace.
Internal Users -> Team Members
- Monitor work order activity
- Track approval queues
- Review postage transactions
External Users -> Customers
- Monitor job status in real time
- Track postage activity
- View pending approvals
