Sections allow you to class and organize widgets into different categories. For example, you can create a section Cashflow, Overview, Analysis, Social…

Create a new section

• If your company does not yet have a section, click on the “Create the first section” button.

Otherwise, click on the “Edit” button in the top right corner, then click on “New Section” in the list of sections on the left.

• Enter the name of the section
• Then choose the desired icon.
• Validate the creation by clicking on “Add“.

Edit, duplicate, remove a section

• Enter in the “Edit” mode by clicking on the “Edit” button on the upper right hand corner.
• Click on the pencil button   to the right of the section you want to edit
• Click on the tricolon menu and make the updates needed
• Submit changes.

Custom a section

You can customize the display of widgets in a section by enlarging, reducing, and moving them inside in the grid.

For this, click on the “Edit” button in the top right corner, then:

• to move a widget, click and hold down the widget title area and then move the widget in the grid
• to enlarge a widget, position your cursor at the bottom right and click and drag to get the size of the widget.
• to add a widget
• to delete a widget, pull down the menu at the widget level and click “Delete“.

Organizing the sections

• Enter the “Edit” mode by clicking on the “Edit” button.
• Click and hold the click on the drag button to the left of the section to be moved, and drag the section to the desired location.