Customising the dashboard
Change how the dashboard looks and which modules you see, and keep those choices across your devices.
What you can change
| Setting | Effect |
|---|---|
| Theme | The overall colour treatment of the dashboard |
| Theme packs | Additional themes, where the add-on is active on your account |
| Layout density | How much breathing room modules are given |
| Visible modules | Hide areas your role never uses so the navigation stays short |
| Motion | Reduce decorative animation, which also helps on lower-powered machines |
Design emails your customers receive
Open Email Branding in the full dashboard and choose Custom. Start with a Welcome, Update or Reminder layout, or add headings, text, buttons, images, dividers and spacing one block at a time. Drag a block by its handle or use the move buttons; duplicate a block to reuse its layout. Switch the live preview between desktop and mobile widths as you edit.
Use Edit HTML directly for markup that the visual editor cannot represent. Switching back keeps unfamiliar markup as a custom HTML block. Save branding, then open Preview a sample email to inspect a real message. Verification codes and secure links are supplied by SIMCOAI when the email is sent; the Powered by SIMCOAI line is fixed.
Preferences follow your account
Choices are stored against your account rather than the browser, so the dashboard looks the same on your laptop and your office machine.
If a change does not appear on another device, refresh that device - preferences load when the dashboard starts.
Personal, not shared
Customisation is per user. Changing your theme does not change a colleague’s, and hiding a module for yourself does not remove anyone else’s access to it.
Careful. Hiding a module is a display preference, not a permission. If someone should not have access to an area, control that through their account permissions rather than by hiding it.
If the dashboard feels slow
- Reduce motion - the largest single win on older hardware
- Hide modules you never open
- Close long-lived dashboard tabs; several open at once each hold live data
- See billing problems if a plan change has not taken effect