#What the Home page shows
The Home page displays a set of widgets in a two-column layout. Which widgets you see depends on your permissions — widgets you don't have access to are hidden automatically.
#Tasks
Shows your pending tasks assigned to you, sorted by title or due date. Click any row to open the task detail drawer. Requires the tasks.viewOwn permission.
#Card accounts
Shows all active card accounts with:
- Account name
- Number of active cards
- Available funds
Click a row to navigate to the account detail page. Use the Add funds button on any row to top up an account. The See all cards button navigates to the full cards list. Requires the cards.view permission.
#Balance by bank accounts
Shows your total cash balance across all bank accounts as a donut chart, with a breakdown per account sorted by balance. Displays the time of the last update. The Bank reconciliation button navigates to the bank reconciliation page. Requires the home.viewAllBalances permission.
#Layout
The Home page layout is fixed — widgets cannot be reordered, resized, or hidden manually. Visibility is controlled entirely by your permission set.
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