Dashboard Widget

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Overview

The Dashboard Widget brings a compact Rise Audit Pro summary into the main RISE CRM dashboard.

What this feature does

It lets users see important audit or security highlights without opening the plugin dashboard.

Why it is useful

  • It increases visibility of audit activity.
  • It helps admins notice issues sooner.
  • It keeps security and activity signals close to daily workflow.

Who should read this?

RISE Admin, System Owner, Staff User if permitted.

Where to find it

RISE CRM → Main Dashboard, if the widget is enabled and available.

How to use it

  1. Open the main RISE CRM dashboard.
  2. Find the Rise Audit Pro widget.
  3. Review the summary.
  4. Open the full plugin dashboard if more detail is needed.

Example workflow

An admin logs in and notices a recent activity spike in the dashboard widget, then opens Rise Audit Pro Dashboard for details.

Screenshot

Screenshot required
Capture from: RISE CRM → Main Dashboard → Rise Audit Pro widget

Common mistakes

  • Assuming the widget contains every report.
  • Showing sensitive widget data to users who should not see it.
  • Not checking permissions for dashboard widgets.

Related articles

  • Dashboard Overview
  • Permissions Overview
  • Security Dashboard Overview
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