Customizing the Dashboard view

You can customize the Dashboard view to include, exclude or reposition the existing panels.

About this task

If you hold the default Customer Requester or Customer Requester Restricted role, you can customize the Dashboard view at any time. If you hold a custom Customer Requester role, you can customize the Dashboard view only if your Administrator grants you the Customizable Dashboard permission.

Procedure

  1. Log in to Trados Customer Portal by accessing this link https://cloud.trados.com/cp) and enable all browser cookies.
  2. Go to the Dashboard view.
  3. From the top right-hand corner of the screen, select Customize Dashboard.
  4. Toggle the available panels. All the panels are toggled on by default.
    • The Show projects list all the default project dashboards.
    • The Show statistics and charts displays all the default statistics and charts.
    • The Show account dashboard items displays all the custom dashboards added in the application by your Administrator.
  5. Toggle Move and resize panels. Drag and drop the panels or adjust their width and height.
  6. Reset your changes to the default layout.