Setup & Customize Dashboard

Setup & Customize Dashboard


  1. Click the Menu Icon (≡) and then click Setup > Setup Workers > Setup Dashboard

  2. Select the dropdown for Company or a Worker
  3. Check the boxes to display the metric in Dashboard
  4. Click Save
  5. Only the metrics with boxes checked will display in Dashboard when the Company or Worker is selected. 

    • Related Articles

    • How do I customize the dashboard?

      Click the Menu Icon (≡) and then click Setup > Setup Goals & Dashboard > Setup Dashboard Select the dropdown for Company or a Worker Check the boxes to display the metric in Dashboard Click Save Only the metrics with boxes checked will display in ...
    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...
    • Setup Workers

      Setup Workers In summary, in the Setup Workers area of the software you will first establish the permission sets & compensation methods, then create the workers, create their logins, assign their hours & services and assign their permission set ...
    • How do I see my dashboard on the app?

      From the Inspire Worker app,: Click on the STX Logo in the bottom left  Click Dashboard If you do not see Dashboard as an option or if the results do not display, check with the Owner or Manager to confirm you have permissions to access Dashboard and ...
    • Setup Appointments and Emails

      In January 2023, the Main Setup page will be getting a new look. The following tabs have been relocated from Setup Appointments & Emails as follows: Booking tab moved to Setup > Setup Company > Setup Booking Preferences Notifications, Reminders & ...