The Client Dashboard tab serves as a place to manage your client portal. The Client Dashboard tab will be visible if you have purchased Moxo's Portal package.
Designed to help administrators manage and customize the client dashboard experience, the client dashboard tab provides an overview of what your clients will see when they access your portal. This enables you to tailor the experience to fit your business needs and ensure a consistent and engaging client experience.
Client Dashboard Modules
Inside the Client Dashboard tab, you will find a list of all the modules that your clients will see in their client dashboard. There are seven modules you will see:
- Your Team: Provides 1:1 chat workspaces with each team member assigned to the client.
- Your Flows: Displays the Flow workspaces the client is a part of.
- Groups & Topics: Shows the group chat workspaces the client is a part of.
- Get Support: Enables clients to access live support. This module requires additional configuration.
- Requests: Enables clients to file service requests directly through the portal.
- Upcoming Meetings: Lists the upcoming meetings for clients.
- Quick Links: Offers easy access to frequently used resources or websites outside of Moxo. This module requires additional configuration.
On the right-hand side of this tab, you'll also see a preview of what your changes will look like, ensuring you have a clear view of what your clients will see in their dashboard.
Customizing your Client Dashboard
The Client Dashboard tab offers detailed customization options, including the ability to edit the display names of modules and the order in which they appear. This allows you to create a more tailored and organized client dashboard.
Edit Display Name
Admins have the flexibility to change the names of the modules displayed in the Client Portal. This customization ensures that the module names align with your business processes and terminology.
To edit the display name:
- Click Edit Display Name at the top right-hand side of the Client Dashboard tab page.
- Text boxes will appear in place of the names of each of the modules on the left. Edit and change the names of one or multiple modules as you please. You will see previews of all changes you are making on the right side in the preview configurator.
- Click Save on the top right-hand side or Cancel if you don't want to proceed with your changes.
Switch between mobile and web in the preview configurator by clicking the Web and Mobile icons on the top right side of the preview.
Edit Display Order
Admins can also customize the order in which the modules appear in the client dashboard, enabling you to prioritize the most important modules for your clients.
To edit the display order:
- Click Edit Display Order on the top right-hand side of the Client Dashboard tab page.
- You will be taken to a page to edit the order of the modules.
- To start re-ordering modules in the client dashboard, use the drag and drop function on the right. Simply hold down on the module you would like to move and drag it to where you would like it to be placed instead, then drop it there. You will see a preview on the left of your screen, showing exactly how your new order will look to your clients.
- Once you are done re-ordering, click Save. Alternatively, click Reset to Default to go back to the default order.
These detailed customization options within the Client Dashboard tab empower you to create a client dashboard that is both functional and tailored to your business needs, ensuring a seamless and personalized experience for your clients.