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How do I customize my MoonClerk dashboard?

For accounts on the new MoonClerk dashboard design.

Written by Amitabh Tewari

Your dashboard is the first page you see when you sign in. It's made up of widgets — Key metrics, Stripe Balance & Payout, Needs attention, Cards expiring soon, Quick actions, Payment volume, Recent activity, Stripe payments, Stripe payouts, and Stripe instant payouts — and you can choose which ones you see and in what order.

1) On your dashboard, click the ⋯ button next to Create Payment Form to open Customize board.

2) Toggle a widget's checkbox to show or hide it, and drag the ≡ handle to reorder the widgets.

3) Click Save. Your arrangement is saved for you personally — a colleague on the same account keeps their own layout. If you'd ever like to start over, click Reset to default.

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