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.
- Open Home from the sidebar (or go to
/app). - 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
- 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.
- 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.
- Under Recent activity, click event types (for example Service requests or Daily reports) to include or exclude them from the feed.
- Under Density, click Comfortable or Compact.
- 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 time — Open 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 buildings — Change which building’s data you see in a module (Directory, Packages, Service Requests, and others). You need access to more than one building.
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