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The Dashboard will help you keep track of your business by showing useful information and tasks that needs to be performed. It is possible to create and customize different Dashboards for different roles, and when enabled it will be the first view you see when opening BRP Back Office.
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Configuration
1. Enable the Dashboard
The setting enableDashboard must be set to True (during the pilot).
To configure the Dashboard, your role needs the “Settings” and “Staff - Roles” right.
The setting ShowUsedForStastisticallyOnProductInSOV must be set to True to show the “Used statistically for number of members” on subscription products (OPTIONAL). (TP63558 / 2024.41)
2. Set up the Widgets
The Widgets are the different cards you will see in the Dashboard. Most of the Widgets are already automatically created. The ones not created automatically are those that need a property. See Widget types further down on this page for more information about which widgets need a property.
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