Dashboard Module

The Dashboard Module allows you to edit the WordPress Dashboard screen, which is the screen that users first see when they log into WordPress.  

As with most of the modules, this one is based on "Views". A view is simply a saved menu configuration. You can save as many Views as you'd like.

Creating Your Dashboard View

  1. To get started, you'll want to name your first view by typing something into the View Name box.
  2. Then click the Save View button to save that view name to the database.
  3. Now choose the rules you want to apply to this view in the Add Rules column on the left. Learn more about adding rules here.
  4. Next, under Dashboard Configuration, you can edit the dashboard as you see fit. We go into detail about this section later in this article.
  5. You may wish to verify how your view will look under different circumstances using the Advanced Options feature. Learn more about Advanced Options here.
  6. Finally, at the bottom of the screen you have some additional choices that affect the entire dashboard  under Dashboard Settings and Widget Settings. We go into detail about these areas later in this article.
  7. When you're ready, click Save View again.
  8. Your custom dashboard should now appear based on the rules you've assigned to it.

Dashboard Configuration 

The dashboard configuration section displays a list of the widgets as they appear on your website.  You can edit the dashboard in the following ways.

Reordering Dashboard Widgets

Reordering widgets is as simple as dragging and dropping an item to a different position. On wider monitors you'll have the option to drag widgets to additional columns.

Note: the welcome panel cannot be moved from it's position at the top.

Hide Widgets

You can hide widgets by clicking the Eye icon. When a widget is hidden, it will appear light gray and the eye icon will have a line through it.

Create a New Widget

You can click the Add Item button in the upper right to add your own custom widget to the dashboard.

The New Widget panel allows you to create a title and build out a widget using a WYSIWYG editor.

Note: Shortcodes will typically work in the editor as well as page builder templates.

Welcome Panel

The Welcome Panel is the full-width box that appears at the top of the dashboard screen when a user logs into WordPress for the first time. It behaves a bit differently from a standard dashboard widget.

Click the gear icon on the right of the Welcome Panel widget to edit it. You'll see that the standard WordPress Welcome message is loaded by default in a WYSIWYG editor. From here you can make small changes to it or completely wipe it out and create your own. 

Note: Shortcodes will typically work in the editor as well as page builder templates.

Underneath WYSIWYG editor, there are two additional settings:

  • Cannot Be Dismissed - When this box is checked, the welcome panel will display always, regardless of whether the user had previously dismissed it.
  • Global - When you mark as global, the changes you make will be applied to all of the different views.

Dashboard and Widget Settings

At the bottom of the Dashboard Configuration area are additional Dashboard and Widget Settings.  These are settings that apply to the entire dashboard as a whole.

Dashboard Settings

  • Page title - Use this text box to change the title of the page, which normally is "Dashboard".

Widget Settings

  • Hide Titles - Hides the title area of all dashboard widgets.
  • Remove Box - Removes the box styling and background color for the welcome panel and all dashboard widgets.
  • Fixed Height - Set a fixed height for all dashboard widgets.