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Custom dashboards allow individual roles to have immediate and efficient access to their most used features. For example, with the Intake Payment dashboard, you can take multiple payments quickly through the Payment Tab. With the Work Order dashboard, you can review all work orders and create a new work order. There is also a Misc Receipt dashboard, with which you can review all miscellaneous receipts and create a new miscellaneous receipt payment. Note: User must have permission to edit roles to access Payment Dashboard. Payment Dashboard will replace the default Home Dashboard.

Step-By-Step Guide to Setting Up Access to Custom Dashboard's


  1. Click the User Dropdown menu icon.
  2. Click the "Users" option from the dropdown. This will take you to the "Users" tab, which is accompanied by the "Role Management" and "My Profile" tab. 
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  3. Click on the "Role Management" tab, then click on your account's role. This will take you to the "Role Detail" page where you are able to control what permissions your account does and does not have
  4. Once you are on the "Role Detail" page, Click on the "Dashboards" link. This will take you to the Dashboards options page, where you are given an option to select which features you would like to appear on your Dashboard.
  5. Once you are on the "Dashboards" link, click all of the boxes that you wish to have in this specific Role's custom dashboards.
  6. Now, head to the HDS Doorways Dashboard, this can be accomplished by clicking the "HDS Doorways" logo at the top-left of the screen.               
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  7. If you see the picture below, then you have successfully added "Payment Dashboard" to you account and you are ready to send payments for a Household with ease and convenience. 
































A. Intake Miscellaneous Receipts - Checking this box will give you access to the Misc. Receipts Tab on the Payment Dashboard.

B. Intake Payment - Checking this box will give you access to the Payment Tab on the Payment Dashboard.

C. Intake Work Order - Checking this box will give you access to the Work Order Tab on the Payment Dashboard.









A. Payment Tab - On this tab you can easily make multiple payments to a single Household, see Intake Payment.

B. Work Order Tab - On this tab you can view all work orders and create new work orders, see Work Orders.

C. Misc. Receipts - On this tab you can view all miscellaneous receipts and create new miscellaneous receipts, see Misc. Receipts.



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