ETO is made up of many types of Dashboards (Participant, Staff, Entity, Touchpoint, Family, Collections, and Groups). These Dashboards can be manipulated to better assist end Users in navigating the product.

Homepage (Not a Dashboard)

When you first login to ETO, you likely land on the Main Page. The main page is not controlled by Dashboards. This is only controlled by the custom HTML or image / editing you have added. All Users would see the same Program or Site specific home page.

Types of Dashboards

You might see this little icon around ETO, this signifies a Dashboard link. The one in the upper left hand corner takes you to "My Dashboard" also known as the "Staff Dashboard".

Dashboard Messages

Any easy way to add custom HTML, links, announcements, or images to any Dashboard.


  1. Creating Messages

  2. Assigning/Managing/Editing Messages and Assignments

  3. Best Practices for Messages


  1. Creating Messages

  2. Assigning Messages

  3. Managing / Editing Messages

  4. Managing / Editing Assignments

Dashboard Templates

Use templates to assign a specific Dashboard design to Users within specified Programs and roles.

Creating Dashboard Templates

  1. Create New Templates Video

  2. Manage Templates Video | Manage Template Article

  3. Edit Dashboard Templates

Assigning Dashboard Templates

  1. Assign Templates Video

  2. Manage Assignments Video

Helpful Articles

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