Customising the Klyra dashboard cards
How to add, remove and reorder dashboard cards based on your role and job within the team.
The Klyra dashboard is the first screen you see every time you sign in, and it shows different cards depending on your role, your level and your job. You can still adapt it to your own habits, hiding what you never use and moving what matters most to the top.
How the starting cards are chosen
By default Klyra proposes the cards most useful for your job: a cook sees recipes and production highlighted, a floor manager sees shifts and communication, an administrator sees financial summaries. This starting point is only a suggestion, not a fixed configuration.
If you hold several roles, for example site manager and stock keeper, the dashboard combines the relevant cards for both functions, always within the limits of what your permissions allow you to see.
Adding and removing cards
From the dashboard edit mode you can choose among every card available for your profile and activate only the ones useful for your daily work. Hiding a card does not delete the underlying data: you can always turn it back on later without losing anything.
- Available cards depend on the permissions you have been given
- Hiding a card does not delete the linked data
- Each person has their own configuration, independent from colleagues
Reordering the layout
You can drag cards to bring the ones you check most often to the top, for example upcoming HACCP deadlines or items below minimum stock. The layout you choose is saved to your account and kept even if you switch device.
Going back to the recommended layout
If the dashboard gets messy after many changes, you can restore the recommended layout for your role in one step, without losing the historical data shown in the cards.
Cosa trovi in questa guida
- dashboard cards
- customisation
- role and job
- layout
- home screen
- widgets
Passaggi
- Open the dashboard and turn on edit mode
- Scroll through the list of cards available for your profile
- Turn on the cards you need and turn off the ones you do not use
- Drag cards to reorder them by priority
- Save the new layout
- Use the recommended reset if you want to start over
Problemi frequenti
- A card is missing from the list → your permissions do not allow it → ask your administrator to review your permissions
- The saved layout disappears after switching device → you signed in with a different account → check you used your usual credentials
- A colleague with the same role sees different cards → job assignment differs even with the same role → check the job set on the profile
- A card shows outdated data → wrong active site → check the site selector at the top
Domande frequenti
Why don’t I see the same cards as a colleague with the same role?
Cards also depend on the specific job and permissions assigned, not only on the general role.
Can I have different dashboards for different sites?
The card layout is tied to your account, but the data shown changes automatically based on the active site.
Do I lose historical data if I hide a card?
No, hiding a card deletes nothing: the data stays available in the dedicated sections of the app.
How do I go back to the starting configuration?
Use the recommended layout reset, available in the dashboard edit mode.
Guide collegate
Questa guida ti è stata utile?
Hai ancora bisogno di aiuto?
Descrivi il problema: alleghiamo in automatico pagina, sede, organizzazione e ruolo.
Contatta l’assistenza