Dashboard Customization

Tailor your dashboard to show the information most relevant to your role and responsibilities.

Layout Options

Default Layout

When you first access the dashboard, you see the default layout with:

• Secure Score (top left)
• Compliance Summary (top right)
• Drift Summary (middle)
• Recent Assessments (bottom)
• Quick Actions (sidebar)

Widget Arrangement

Widgets can be arranged to match your workflow:

1. Drag and Drop - Click and drag widgets to reorder
2. Resize - Drag widget edges to resize (where supported)
3. Remove - Click the X to hide a widget
4. Add - Click "Add Widget" to restore hidden widgets

Widget Configuration

Framework Progress Widget

Configure which framework to display:

1. Click the gear icon (⚙) on the widget
2. Select your preferred framework:
   • CIS Microsoft 365 Foundations
   • NIST 800-53
   • SOC 2
   • ISO 27001
3. Click Save

Drift Summary Widget

Configure severity filters:

1. Click the gear icon (⚙)
2. Select which severities to include:
   • Critical (always visible)
   • High
   • Medium
   • Low
3. Set the time range (24 hours, 7 days, 30 days)
4. Click Save

Recent Assessments Widget

Configure display options:

1. Click the gear icon (⚙)
2. Set the number of assessments to show (3, 5, 10)
3. Choose frameworks to include
4. Click Save

Personal Preferences

Theme Settings

Switch between light and dark modes:

1. Click your profile icon in the header
2. Select Theme
3. Choose:
   • Light - Bright background
   • Dark - Dark background
   • System - Match your OS preference

Time Zone

Dashboard timestamps use your browser's time zone. To change:

1. Update your operating system's time zone settings
2. Refresh the dashboard

Notification Preferences

Control which events appear in your notifications widget:

1. Go to Settings > User > Notifications
2. Toggle notification types:
   • Assessment completions
   • Drift events
   • Report generations
   • System announcements
3. Click Save

Role-Based Views

Different users may want different default views based on their role:

Security Analyst View

Focus on security metrics:

• Secure Score (prominent)
• Drift Summary (expanded)
• Framework Progress (CIS)
• Critical alerts

Compliance Officer View

Focus on compliance status:

• Compliance Summary (prominent)
• All Framework Progress widgets
• Recent Assessments
• Report generation shortcuts

IT Administrator View

Focus on operational data:

• Drift Summary (prominent)
• Recent changes
• System notifications
• Quick actions

Saved Views

Create and switch between saved dashboard configurations:

Creating a View

1. Arrange your dashboard as desired
2. Click Save View in the dashboard header
3. Enter a name (e.g., "Compliance Review")
4. Click Save

Switching Views

1. Click the view selector in the dashboard header
2. Choose from your saved views
3. The dashboard updates immediately

Managing Views

• Edit - Modify an existing view
• Rename - Change the view name
• Delete - Remove a saved view
• Set Default - Choose which view loads on sign-in

Sharing Dashboards

Dashboard layouts can be shared with team members:

Export Configuration

1. Click Dashboard Settings (gear icon in header)
2. Select Export Layout
3. Copy the generated code or download the file

Import Configuration

1. Click Dashboard Settings
2. Select Import Layout
3. Paste the configuration code or upload the file
4. Click Apply

Resetting to Defaults

To restore the original dashboard layout:

1. Click Dashboard Settings
2. Select Reset to Default
3. Confirm the action

Your saved views are preserved; only the current view resets.

Tips for Effective Dashboards

Prioritize Critical Information

• Place high-priority widgets at the top
• Use larger sizes for frequently referenced data
• Keep quick actions accessible

Reduce Noise

• Hide widgets you rarely use
• Filter notifications to important events
• Use appropriate time ranges

Match Your Workflow

• Arrange widgets in the order you review them
• Create different views for different tasks
• Update layouts as your responsibilities change

Troubleshooting

Layout Not Saving

If your layout changes aren't persisting:

1. Check that cookies are enabled
2. Clear browser cache and try again
3. Ensure you're not in private/incognito mode
4. Contact support if issues persist

Widgets Not Loading

If widgets show loading indicators indefinitely:

1. Refresh the page
2. Check your internet connection
3. Verify your Microsoft 365 connection is active
4. Clear cache and reload

Missing Widgets

If a widget has disappeared:

1. Click Add Widget in the dashboard header
2. Select the missing widget
3. Drag it to your preferred location

What's Next?

• Understanding compliance - Deep dive into assessment results
• Drift detection - Learn about configuration monitoring
• User preferences - Additional personalization options