Customize your home dashboard

Choose which Home sections, metrics, shortcuts, and mobile tabs you see. You need to be signed in to the staff portal.

conciergemanagerOpen in app
  1. Open Home from the sidebar (or go to /app).
  2. Click Customize home (near the greeting), or click Customize in the Quick actions card.Home page with Customize home control — Home dashboard showing Customize home link
  3. Under Sections, turn switches on or off for blocks such as Quick actions, Recent activity, and Open service requests.

    Tip: The PMC logo/banner and greeting with the date always show on Home. They are not listed here.

  4. Under Quick actions and Mobile bottom bar, click an item under Available to add it, or remove one from Selected · drag to reorder.

    Tip: Each area has a maximum (shown as “X of Y used”). Drag selected chips to reorder. Click Reset to defaults if you want the original layout back.

  5. Under Recent activity, click event types (for example Service requests or Daily reports) to include or exclude them from the feed.
  6. Under Density, click Comfortable or Compact.
  7. Click Save changes in the footer bar.

    Tip: Click Discard before saving if you want to throw away unsaved edits.

Result: Home, quick actions, and the mobile bottom bar update to match your choices.

Related articles

  • Sign in for the first timeOpen the staff portal and sign in with the work email and password your administrator gave you. You need an active Max Condo Club staff account.
  • Switch between buildingsChange which building’s data you see in a module (Directory, Packages, Service Requests, and others). You need access to more than one building.

Was this article helpful?

Browse all topics