Select Widgets to Display on the Dashboard

Take the following steps to add or remove widgets from the Dashboard.

  1. From the Dashboard, click Edit Widgets.

    The Edit Widgets page displays. Two widget categories are shown—General and Identity/KYC.

  2. To expand a category of widgets click the arrow to the right of the category name. A dropdown list of that category's widgets displays.

  3. Take any of the following actions:

    • To add a widget to the Dashboard, select its check box.

    • To remove a widget from the Dashboard, clear its check box.

    • To add all of a category's widgets to the Dashboard, select the check box next to the category name.

    • To remove all of a category's widgets from the Dashboard, clear the check box next to the category name.

    Tip: To view a preview of a widget, click in the white space to the right of its name.
  4. Click Apply.