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Conga Support

Managing Dashboard Settings

This page applies to: Conga Contracts

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:

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.

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