Rearrange widgets

In your workspaces, you can reorganize and move widgets around to suit your preferences. To move a widget:

1. Select and hold the widget’s header.

2. Drag it to a new location.

After you move a widget, Client Portal remembers your preferences so whenever you return to that Workspace, widgets always load in the last place you set them. However, after you sign out of Client Portal, widgets load in their default position the next time you sign in to the app.

Widgets have their own filters and display options that you can set in a widget’s header. When you set these options they remain as you view different Workspaces and account information in the app until you change a widget’s settings. After you sign out of the app, the widget’s filter and display options return to their default setting the next time you sign in.