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.

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.

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.

Related

• Create an onboarding card
• Show different things to different clients
• Change what is in the client sidebar
• View the portal as a client

Updated on: 09/11/2026