Create and Apply a Widget Template – Brokerage Manager Use Only

If you have the Brokerage Manager role, you can create a custom Dashboard Widget Design and apply it to:

  • The entire Brokerage
  • Specific Offices
  • Individual Accounts


Unlike Brokerage Widgets, which are created one at a time and pushed to all accounts, Dashboard Widget Designs offer greater flexibility by allowing customization for different groups. This helps you:

  • Highlight key topics
  • Direct attention to important areas based on user roles or needs


From the Dashboard, click Edit Widgets.


Click Create Widget Template.








Name the Widget and Select the Owner (Brokerage or Office) 



After making your choice, click Save.  Save



Click "+Add" to start creating and placing your Widgets. 




Select the Widget Type, Color, and Time Frame. Then Click Add.


You can add additional Widgets and Re-Arrange them.


Once satisfied with the Template, click Done 



Save the Widget Template by clicking Yes 





Click Done again.





Apply the Widget Template to Accounts


To apply the Widget Template, follow these steps:

  1. Navigate to Setup → Accounts.
  2. If you want to apply the template to all accounts in the search results:
    • Click the Lower Actions button.
    • Select "Bulk Apply Widget Template".





Click Yes.

Yes



Apply the Widget Template to Select Accounts

To apply the Widget Template to specific accounts:

  1. Navigate to Setup → Accounts.
  2. Click on the Account Name of the desired user.
  3. Open the Actions dropdown.
  4. Select "Apply Widgets" to apply the template to that account.




  • Use the Dropdown to select the Widget you want to apply.
  • Check "Lock Widgets" to prevent widgets from being added, resized, or removed.
  • Click "Submit" to apply the selected widget template.

Submit