The IsleBooks Dashboard can be personalized to display the information most relevant to each user.
Users can choose from predefined dashboard layouts or create their own by adding, removing, and rearranging dashboard widgets.
Note: Only widgets the current user is authorized to access based on their role and permissions are available for selection.
Entering Customize Mode
Open the Dashboard.
Click Customize.
The dashboard enters edit mode, allowing widgets to be managed.
Moving Widgets
While in Customize mode:
Drag widgets to rearrange their position.
Resize supported widgets by dragging them to the desired area.
The layout updates immediately.
Click Done to save your changes.
Removing Widgets
To remove a widget:
Enter Customize mode.
Click the × icon on the widget.
The widget is removed from your dashboard.
It can be added back later if required.
Adding Widgets
Click Add Widget.
Select the widget you want to display.
The widget is added to your dashboard.
Only widgets available to your user role are shown.
For example, a cashier will not see accounting widgets unless they have permission to access accounting information.
Dashboard Presets
Instead of building a dashboard from scratch, you can quickly apply a predefined layout.
Click Presets and select one of the available layouts.
Examples include:
Default
A balanced layout showing:
Action items
KPI cards
Charts
Business widgets
Compact
A space-efficient layout with:
KPI cards
Attendance
Tasks
Charts
Quick Actions
Selecting a preset automatically rearranges your dashboard.
Saving Changes
After making changes:
Click Done to save the layout.
Click Cancel to discard your changes.
Click Reset to restore the current layout before saving.
Your customized dashboard is remembered the next time you sign in.
Role-Based Widgets
Dashboard widgets are permission-aware.
Users only see widgets they have permission to access.
For example:
Business owners may see financial KPIs, accounting summaries, and profit reports.
Inventory staff may see stock alerts and inventory widgets.
HR users may see attendance, leave balances, and employee widgets.
Cashiers may only see operational widgets relevant to POS.
This ensures sensitive business information is only visible to authorized users.
Best Practices
Start with a preset layout if you're unsure where to begin.
Keep frequently used widgets near the top of the dashboard.
Remove widgets you don't use to reduce clutter.
Customize dashboards according to each user's role for the most efficient workflow.