This article will guide you through how to use the Important Files Widget.

Requirements - A Master Admin login or a staff type with permissions to add/view this widget to their dashboard.


NOTE: To add files to the widget, you will need a Master Admin login or a staff type with the following permissions:

• Club Setup: Can access setup
• Club Setup: Can access files widget setup

The Important Files Widget Setup

Navigate to Setup > Staff > Files Widget. The General Widget Setup options will allow you to add a Widget Title, Message Above Files, toggle the option if you want to allow your staff to minimize the widget and a New Files Indicator. The drop down will allow you to select for how long you want the indicator showing on the file. 

Adding a file to the Important Files Widget

Go to Setup > Staff > Files Widget. The files dashboard widget allows you to place specific files from your file store onto staff dashboards. This could potentially  be used to have employee policy documents readily available, or any other key files that your staff need to access frequently. If your club is part of a corporate chain, then corporate level files may already be included and some general settings may be fixed.

From the drop down menu choose the current folders that you would like to show in the widget. You will be able to choose the folder, then the specific file. You do have the option to re-name the file for display in the widget. Now, Click the Add Selected File To Widget button to save.

You will now you will see the file(s) listed at the bottom of the page.

Using The Important Files Widget

 

 

To access a file from the widget, click the blue file name link.

Related Articles: 

Manage Your Dashboard
Complete Widget Directory