How to change your dashboard to reflect a different role.

NOTE: This can only be done by a firm administrator.

Navigate to the Icon in the top right corner of your account and select Users.

Scroll to or search for the user whose dashboard you want to update.

Click on the arrow at the end of that user’s row and select Edit User from the drop-down menu.

A pop-up window will appear.

Under the dashboard dropdown, search and select the desired dashboard for that user.

Click Save.

That user’s dashboard will reflect the update.