The dashboard
Your daily summary: work waiting for you and key figures.
The Dashboard shows widgets for the work that needs your attention. Each widget appears only if your role has permission for it.
| Area | Examples of widgets |
|---|---|
| Social research | Waiting verification, await payment, expiring applications, families to review, in-progress by role |
| Donations | Donation transactions and totals, donor reminders, donations not posted to GL |
| Kindergarten | KG payments, totals and student reminders |
| Chatbot | Chatbot operations and AI health |
Administrators choose which widgets each role sees from Setup → Dashboard Setup, and set reminders from Setup → Reminder Setup.
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