---
title: "Dashboard User Interface UI Template (Legacy)"
slug: "dashboard-user-interface-ui-template"
updated: 2026-10-30T19:21:29Z
published: 2026-10-30T19:21:29Z
canonical: "docs.interprose.com/dashboard-user-interface-ui-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard User Interface UI Template (Legacy)

> [!WARNING]
> Please Note
> 
> This article applies to the legacy ACE dashboard interface. If your agency uses Rainmaker Insights (RI), see [Understanding RI Boards: Dashboards and Report Layouts](https://docs.interprose.com/docs/understanding-ri-boards) for dashboards and [Understanding RI Visuals: Reports and Charts](https://docs.interprose.com/docs/understanding-ri-visuals) for reports.

For current Board setup instructions, see [Creating an RI Board](https://docs.interprose.com/docs/creating-an-ri-board).

The Dashboard provides users with access to a range of tabs and panels related to collections, goals, and recent accounts. Administrators can customize these panels to show agent-specific information. Agents will see goals based on their user settings, while only the Administrator can access "Company Goals" and agency-related information. Additionally, client access can be configured to provide clients with relevant updates and insights.

> [!NOTE]
> Dashboard User Interface (UI) Template
> 
> 
> 
> Customizing a Dashboard follows the same process for Administrators, Users (agents), and Client Access.

## Dashboard UI Template

1. Go to Setup → Dashboard.
2. Select one of the following options:
  1. Admin
  2. User
  3. Client Access
3. Select a User Interface Template from the dropdown menu (e.g., Client Access).

### Adding Panels

1. From the dashboard, right-click on the tab, then click "Add Panels."
2. Select the panel(s) you want to add, then click "Add."
3. Click "Done."

### Editing Panels

1. Right-click on the panel and select "Edit."
2. Select the desired date range.
3. Click "Done."

### Rearranging Panels

To organize the panels according to your preference, simply drag and drop them into the desired location. Click "Set" when done.

## Related

- [Creating a News Panel for Dashboards (Legacy)](/creating-a-news-panel-for-dashboards.md)
- [Adding and Editing Dashboard Panels (Legacy)](/adding-and-editing-dashboard-panelsboard.md)