You need the the System Settings Admin permission to manage the default portlets that appear in the Dashboard for new program users. The default portlets are the Recently Viewed Companies, Recently Viewed Contracts, and Active Workflow Items portlets.
1. Click the Gear Icon in the Navigation Toolbar, and click the System Settings link in the menu.
2. Click the Dashboard Settings tab.
3. In the Dashboard Settings screen:
- Click to add a portlet.
- Click to remove a portlet.
- (Optional) Reposition and resize a portlet.
- (Optional) Customize the fields that display in a portlet.
4. Exit the screen by clicking another tab in the System Settings screen, a link in the Navigation Toolbar, or the company logo to return to the Dashboard.