Audience: all users
The first thing you see when you launch Contract Eagle is your Dashboard. It's designed to draw your attention to important alerts, and make it easy for you to access the contracts and tasks that need your attention.
You can customize elements on this Dashboard to make it even more useful. If you're a Power User, you can create a global preference for all users.
Dashboard Settings
The way to access your dashboard settings is to click Actions in the top right and then select Page Settings; or, right-click on any area of the dashboard screen and select Page Settings.
Once in the Dashboard Settings, you'll see expandable headings for:
the daily email summary;
the contracts summary chart; and
each of the different components on the My Dashboard and the Team Dashboard, eg "My Tasks", "Team Tasks", etc.
Click a heading to expand and customize its settings.
For more detail, see our other help articles on:
Saving Dashboard Settings and managing Global Preferences
Once you've made your changes, you can click:
Standard users:
Save - to save your changes and go back to the Dashboard.
Cancel - to discard changes and go back to the Dashboard.
Restore Defaults - to discard any previously-saved changes you made and restore your Dashboard back to either the current global preference, as set by a Power User, or "factory" settings if there is no saved global preference.
Power users:
Save as global preference - creates a customized global setting for new users. Current users will not automatically see these new settings until they access their own Dashboard settings and use "Restore Defaults".
Clear global preference - deletes the customized global setting and sets the "factory" settings as the default, if users click "Restore Defaults". As a power user clicking this button, note that your own Dashboard won't change unless you also click "Restore Defaults".