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How to Add/Edit/Delete a Card

In this tutorial, I will show you how to Add/Edit/Delete Cards on the Home Page.

The Home Page displays different cards that include information such as bookings scheduled, missing signatures reminders, certificate warnings, weather stations, important information, etc. You can add more cards and customize them as you wish. 

Now, let me show you how it works.

**ADD** (0:28)

1. Go to the Home Page.

2. Click on the Plus button located in the bottom right-hand corner of the page.

3. Complete the Title and add the desired Content. You can format it the way you want by using the tools. You can add Links and Photos. There is also the option of adding Coding.

Don't forget to save.

**EDIT** (0:49)

1. Select the relevant card and click on its three dots.

2. Select “Edit”.

3. Edit the card Content.

Don’t forget to save.

**DELETE** (0:59)

1. Click on the card's three dots.

2. Select “Delete”. 

3. You will be prompted with a message: “Attention. Are you sure you want to delete this information?”. Click “Yes” to accept or “No” to cancel.


A user must have the correct Roles and Privileges to be able to Add/Edit/Delete Cards. Let me show you. 

1. Go to the Users Module.

2. Click on the Roles and Privileges icon on the top right-hand corner of the page.

3. Select a role from the dropdown list.

4. Click on the Home Tab.

5. Check off the box View Home.

6. Check off the box Add/Edit Cards.

7. Check off the box Delete Cards.

Once you have checked off all these boxes, the user is allowed to Add/Edit/Delete Cards. 

For more information about the Roles and Privileges of the Home Module, please watch the other tutorials. 

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