Web 💻
⚠️ Please note: Only the Main Admin on the account can manage the dashboard settings.
1. Log in to AR on the web. Click the settings gear.
2. Over to the left, expand the Report Settings section, then click Dashboard Settings.
3. From here you can choose which widgets will be available to which user when they are viewing the Dashboard.
You manage the settings for each in three ways:
Enable for all
Enable by role (Provider, MD, Front Desk, Administrative"
Enable for selected users (choose who from your active user list can have visibility)
4. When you are finished be sure to click save so you don't lose your progress!
Now we'll look at navigating to the Dashboard at the top of your browser.
5. In order to choose which widgets display on your personal view of the Dashboard, click Add Widgets in upper right hand corner.
This will only adjust YOUR Dashboard view. This will not update the view for everyone who has visibility.
6. You can then select which widgets to add to view from your Dashboard by clicking on them, and hitting Save when finished.
7. Now, each time you login you will see this same view of widgets displayed with the dynamic metrics based on the date range selected.
If you ever need to add or remove widgets from view, simply click Add Widgets again in the upper right to manage.
⚠️ If your users still cannot access the dashboard, make sure you give them the privilege under User Settings.
Settings Gear> Teammates> Users> Edit> Yes next to Dashboard Settings
