Settings → Dashboard

Layout templates

Settings → Dashboard lists your workspace's roles. For each, choose the layout template it starts from, such as Full: every page, Field officer, Director, M&E officer or Donor viewer, or keep the default for the role. A template sets which pages the role sees first and what is on them; people can still keep their own copy of a page.

Partner staff

People who work for an implementing partner always get the Partner staff template, whatever their role. Their partner is fixed: the figures always show their partner's work, and the choice cannot be changed.

Numbers

The same screen sets the small number threshold, and the days after which a project's last entry reads quiet, then stale. Changes show on the dashboard within an hour. Changing them needs the dashboard settings permission, and each change is kept in the activity log.