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Add a widget to a dashboard

Add the general documents or copilot documents widget to a dashboard.

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Written by Onyema Onyejekwe
Updated yesterday

To add a widget to a PeopleXD dashboard and assign access to your menu profiles, follow the steps below.

  1. Navigate to Dashboard Configuration.

  2. From the drop-down list, select a dashboard.

  3. From the Dashboard Tabs section, select a tab.

  4. In the Tab Widgets section, search for Document Upload or Copilot Documents.

  5. Turn on the Selected toggle then click Configure.

  6. From the drop-down list, select the relevant menu option. e.g. view access.

  7. Search for the menu profiles then turn on the Selected toggle.

  8. Click Save.

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