General

Adding and Managing Widgets

Adding and Managing Widgets

In this video, you will learn how to add and manage widgets within workspaces.

Workspaces are groupings of individual widgets found within a menu.

For example, clicking on Payment Management will open the Payment Center workspace.

You can see the name of the workspace in the top left. In the workspace area are the currently selected widgets.

At the top right of each workspace is the Add Widget dropdown.

By clicking this dropdown, you can add additional widgets to the workspace. When you select a widget, it will be added to the bottom of the workspace.

The workspace area allows you to move widgets to fit your preferences. Click on the name of the widget, drag it to the desired location and then release the widget to keep it there.

The cog menu allows you to resize or remove widgets.

Thank you for watching this video, where we reviewed how to add, remove, resize and reorder widgets to suit your unique needs.

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