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Product Release - September 19, 2024

Teresa
Teresa
  • Updated

Customizable Dashboard Theme

We added a new Customizable Dashboard theme which allows even more customization, flexibility, and control over your dashboard. Key highlights include:

  • Ability to fully control which widgets are displayed on the dashboard
  • Ability to drag-and-drop widgets to rearrange the order in which they are displayed
  • New Image Tile widget allows admins to upload a single image that renders as a one column tile
  • New Channel Account Manager widget displays partner's CAM as an inline card view
  • Ability to add background images to button carousel widget
  • Ability to add more than one widget of the same type (depending on widget type)
  • Ability to set group visibility on each individual widget for easier segmentation and control
  • Ability to customize whether the Channel Account Manager button is displayed on Quick Links widget
  • Ability to configure Hero Image widget to take up two columns or three columns width

Full Customization

The minimal and classic dashboards are available to all users (both vendor users and partner users) and the only customization available was at the individual button/image/link level. Now, with the Customizable Dashboard, admins can fully configure each widget to have group visibility. 

 

Here's an example of a dashboard configured with the Customizable Dashboard theme:

Customizable Dashboard Render1.png

 

To learn more about configuring your customizable dashboard, check out this Help Center article on How to Customize Your Allbound Customizable Dashboard

My Company Playbooks

We have added a new feature called My Company Playbooks that would enable managers/executives from partner companies to create playbooks and add content to them which will be shared across to all the users in their company.

Steps to create a company playbook:

  1. Visit the content that needs to be added to the playbook
  2. Click on the + Playbook button
  3. This would open the modal, there would be a dropdown, choose My Company Playbooks from the dropdown
  4. Once selected, it would list down the previously created company playbooks. If no company playbooks are created, then a new one can be created by entering the name of the playbook in the input field below.
    The user can add one piece of content into multiple playbooks by selecting multiple playbooks and clicking submit.

All managers from the company would have access to create or edit playbooks and also playbooks created by other managers as well.

Once the playbook is created it will be visible on the dashboard to all users from the partner company

The playbooks would also be visible under the My Company Playbooks section in the playbook page

How to access it:

  1. Click on the playbooks navigation item on the left-hand navigation
  2. There would be My Company Playbooks section on the page

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