Data widgets on the default dashboard can be hidden in Ocerra.
There are five widgets:
- Quick Stat
- Invoices by Month
- Recent Documents*
- Approval Notes
- Amount Per Supplier
All these widgets are visible to all users in Ocerra including approvers:
However, you can hide/remove widgets from this dashboard. Please note you will need at least one widget as the dashboard cannot be blank.
Hiding or adding dashboards widgets
- Navigate to Settings - General - Widgets
- By default your Widget textbox is empty meaning that you have all widgets enabled
Add widgets that you would like to display on the dashboard, e.g.:
Here's what it is going to look like with two widgets added only:
Use the following widget names to add them to the textbook using comma to separate them:
- Quick Stat, Invoices by Month, Recent Documents, Approval Notes, Amount Per Supplier
*Recent documents are only showing documents that a user can approve. This widget is Ok to be seen by approvers.