> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Build a dashboard

A dashboard is the first screen people see when they sign in to Zendo, so it can show each of them what needs their attention right away. You decide which cards are on it, in what order, and who gets it. Dashboards for your clients and dashboards for your team work the same way, and you manage both on **Settings › Portal › Dashboards**.

## Build and publish the dashboard

1. Open **Settings › Portal › Dashboards**.
2. Duplicate an existing dashboard from the menu on its row, or select **Create dashboard**. Duplicating is usually quicker.
3. On **General**, enter a **Dashboard name**. The name is only for you; the people who get the dashboard do not see it.
4. In **Visible to**, choose who gets the dashboard: roles for a team dashboard, or clients and client teams for a client dashboard.
5. Under **Dashboard actions**, choose whether the dashboard shows the **Request button** and the **Order button**, and type their **Button label**. **Use accent color** gives a button your accent colour.
6. On **Cards**, drag the cards into the order you want, and turn off the cards that are not needed.
7. Select **Update** to publish the dashboard.

![The General tab: the dashboard name (3), Visible to (4) and the dashboard buttons (5).](https://getzendo.io/wp-content/uploads/2026/11/kb-p7-general.webp =414x446)

![The Cards tab (6): drag to reorder, switch off what is not needed.](https://getzendo.io/wp-content/uploads/2026/11/kb-p7-cards.webp =679x465)

## Choosing the cards

The cards at the top are the ones people see first. A card for something you never use, such as **Quotes** when you do not send quotes, always stays empty, so it is usually better turned off.

A dashboard for **Internal users** can show these cards: **Requests**, **Quotes**, **Orders**, **Invoices**, **Forms**, **Files** and **Messages**. A client dashboard has **Onboardings**, **Requests**, **Orders**, **Forms**, **Files** and **Messages**.

Turning a card off only removes its summary from this dashboard. The module itself stays where it is: if you turn off the **Requests** card, for example, **Requests** is still in the sidebar.

## The default dashboard

Clients and internal users each have one default dashboard. Everybody who has no other dashboard gets the default, and that cannot be changed. To show a dashboard only to some people, create a new one, or duplicate the default and limit the copy. See [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/).

A dashboard that is still in **Draft** is not shown to anyone, so you can work on a new one without affecting anybody and publish it when it is ready.

## Onboarding cards

A client's dashboard can also show onboarding cards. These are created separately, on **Settings › Portal › Onboardings**. A card can be shown to all clients, or only to clients who bought a particular service, and a client can see several cards at once. See [Create an onboarding card](https://help.getzendo.io/en/article/create-an-onboarding-card-j508us/).

## Related

- [Create an onboarding card](https://help.getzendo.io/en/article/create-an-onboarding-card-j508us/)
- [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/)
- [Change what is in the client sidebar](https://help.getzendo.io/en/article/change-what-is-in-the-client-sidebar-19vnb7p/)
- [View the portal as a client](https://help.getzendo.io/en/article/view-the-portal-as-a-client-8xh4sc/)