Organize the Site Dashboard

Your site's Home dashboard can surface the documents your team uses most, so they don't have to dig through the full Document Browser every time. Here's how to set that up.

Before you begin: Getting to dashboard settings

Operate has its own dedicated settings, separate from your main organization settings.

From the Operate dashboard, look for the small gear icon in the top right, just below the top menu bar
Click the gear icon to open Operate Settings
You'll see two tabs: Organization and Site
Click the Site tab and select the site you want to configure
Find the Organize Dashboard button

💡 Organization vs. Site dashboards: Operate Settings has an "Organize Dashboard" option under BOTH the Organization tab (configures the org-wide/global dashboard, visible across all sites) and the Site tab (configures that specific site's dashboard only). If you want a category visible everywhere, use the Organization tab. If you want it specific to one location, use the Site tab. This guide covers the Site-level version — see [Organizing the Global Dashboard] for the org-wide equivalent.

Step 1: Add a category block

On your dashboard configuration page, click the line break with the + icon — it turns blue on hover. This is the same block-insert pattern used throughout Preserve's creation tools.

Step 2: Promote a folder to the dashboard

Select the folder you want to feature, then click Assign. This adds the folder as a category on the Home screen's Document Browser module. Every user at the site will see this category.

Step 3: Promote specific files within that folder

Within the promoted folder, you can choose individual files to surface directly on the dashboard.

💡 Keep it focused. We suggest limiting this to your most-used or highest-priority documents. Users can still access every folder through the full Document Browser — the dashboard isn't meant to replace it, just to surface what matters most day to day.

Step 4: Review your work

Click Home in the top navigation, beneath the Preserve logo, to see how your dashboard looks to users at this site.

Organizing the Global Dashboard [not yet written — newly identified, org-level equivalent of this article]
Document Browser Overview
Using Bulk Meta
Bulk Uploading Documents [existing — pending Batch 3]