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How Do I Create and Manage Dashboards?

Management

Guides first-time platform administrators through creating or editing Default and custom Member Dashboards, assigning member plans, saving configuration, and verifying the intended post-login experience.

beginner

This Support Mentor will guide you through the issue step by step.

Common questions

  • How do I create or customize the Default Member Dashboard and set up additional dashboards in The Community Site?
  • How do I assign membership plans to specific Member Dashboards so members see the correct dashboard after logging in?
  • How do I save
  • review
  • and verify my Member Dashboard settings to ensure members have the intended post-login experience?