Learn how to create, amend, and manage users and widgets within Dashboard Widget Groups in The Layer. Whether you're customizing dashboards for individuals, teams, or roles, this guide has you covered.
What Are Widget Groups?
A Widget Group is a selection of widgets that together form a dashboard view. This feature is especially helpful when assigning widgets to a team or specific role.
You can switch between available widget groups by clicking the arrow next to your company’s logo.
⚠️ Remember that granting CRM Admin access may give the user access to "All Settings," including "All Dashboard widgets." To learn how to grant partial access to specific users, refer to this article.
Administrators can manage widget groups from Settings > Widgets > Dashboard Widget Groups. Here, you’ll find a summary of all widget groups, with options to add, delete, or amend them.
Creating and Amending Widget Groups
Steps to Create a Widget Group for Admins
Go to Settings > Widgets > Dashboard Widget Groups.
Click New Dashboard Group.
In the first tab, name your Dashboard group. This name will appear in the dashboard selection menu for all users with access.
In the second tab, select the Widgets to include in the group. You can also define their default positioning:
Left, Right, or Full Width.
Use the Order column to determine widget order.
Higher numbers place widgets lower on the screen.
Widgets with Full Width positioning always appear above Left or Right widgets.
Use negative numbers (e.g., -1) to bring a widget closer to the top.
Click Save to apply your changes.
Tips for Widget Group Order
If you want to highlight a specific widget, set its Sort Order to -1 and leave others at 0. This ensures it appears at the top of the dashboard.
Providing Users with Access to a Widget Group
Administrators can assign widget groups to a user:
To assign a widget group to a user:
Navigate to Settings > Users.
Click on the user’s name and select the Widgets tab.
In the Dashboard Widget Groups tab, choose the widget groups to assign.
💡 Note:
The User's Dashboard Widgets Groups tab will let you select widget groups for that user
The User's Dashboard Widgets tab (to the left) allows you to assign individual widgets to users.
If you need to remove a user from a widget group, go back to their user profile, deselect the widget group, and click Save.
Customizing Dashboards
Users with the required role can adjust widget positioning on their own dashboard. However, these changes:
Will only apply to their dashboard view.
Won’t affect other users’ dashboards.
Adjustments can be made using the Order column, which works the same way as the Sort Order when configuring widget groups.
Removing Widgets from a Widget Group
To remove widgets from a Dashboard Widget Group:
Go to Settings > Widgets > Dashboard Widget Groups.
Select the widget group to amend.
In the Widgets tab, deselect the widgets you want to remove.
Scroll to the bottom and click Save.
Managing widget groups ensures dashboards remain organized and tailored to specific users, teams, or roles. With these tools, you can:
Streamline workflows.
Simplify dashboard setups.
Empower users to focus on what matters most.
💬 Need further assistance?
If you have questions or need additional help, don’t hesitate to contact your Layer Admin.