Does customisation apply to all members or just me?

Customisation is personal: each member configures their own dashboard. Changing your layout doesn't affect your colleagues'.

Are the available widgets the same for all roles?

No. The widgets offered depend on your active role. An administrator sees compliance, revenue, and global management widgets. A trainer sees upcoming sessions and attendance rates. A learner sees their course progress.

Can I go back to the default layout?

Yes. In edit mode, click 'Reset' to return to the recommended layout for your role.

Is widget data real-time?

Yes. Each widget displays data recalculated on each dashboard load, except for heavy metrics (e.g. financial exports) which may have a few minutes' delay.

Customise your dashboard

Add, remove and reorder dashboard widgets to display the metrics that matter for your role.

Updated on June 14, 2026 Read: 3 min

The dashboard is your home page in Certeef. Customise it to display exactly the metrics you need.

Prerequisites

Any role (administrator, trainer, learner).
Available widgets vary by role.

1. Open the dashboard

Click Dashboard in the sidebar. You see your current widget layout.

2. Enter edit mode

Click Customise (pencil icon or button in the top right). The dashboard enters edit mode: widgets are outlined with a frame and a panel of available widgets opens on the right.

In the right panel, drag a widget into the content area, or click + next to a widget to add it to the bottom of the grid.

Tip: available widgets depend on your role. If an expected widget doesn’t appear in the panel, it’s not available for your current role.

4. Reorder widgets

In edit mode, drag a widget by its title to move it. The grid reorganises automatically.

Click the × icon in the top right of a widget to remove it from your dashboard. It remains available in the panel to be re-added later.

6. Save

Click Save (or Done) to exit edit mode and save your layout.

Important: if you close the window or navigate away without saving, your changes will be lost.

Next steps

Dashboards by role — understand what each role sees by default.
Understanding the compliance dashboard — the Qualiopi compliance widget in detail.

Frequently asked questions

Does customisation apply to all members or just me?: Customisation is personal: each member configures their own dashboard. Changing your layout doesn't affect your colleagues'.
Are the available widgets the same for all roles?: No. The widgets offered depend on your active role. An administrator sees compliance, revenue, and global management widgets. A trainer sees upcoming sessions and attendance rates. A learner sees their course progress.
Can I go back to the default layout?: Yes. In edit mode, click 'Reset' to return to the recommended layout for your role.
Is widget data real-time?: Yes. Each widget displays data recalculated on each dashboard load, except for heavy metrics (e.g. financial exports) which may have a few minutes' delay.