Add commonly used links to each team member's home page.
To get started, click on your profile on the global navigation bar.
What's in this Article
- Add Links to Dashboards
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Company Information
- Licenses: CRM
1. Choose Settings on the pop-out menu.
2. Click Company.
3. Click Links.
4. Click Add Link.
5. Enter a Link Name and URL in the fields provided.
6. Click Save Changes.
Links listed on this screen will display on the dashboards of each team member in Canopy.