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The Dashboard Welcome widget shows a greeting message at the top of the dashboard. Use it to welcome new members, announce important news, or guide people to take action. It supports rich text (HTML), images, and dynamic personalization fields — and you can target different messages to different user types. Dashboard configuration with welcome widget
Requires Tenant Admin permissions.

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Setting up the welcome message

Settings → Customization → Dashboard Welcome
1

Enable the welcome message

Toggle the welcome message on. You can also configure whether the message is sticky (stays at the top even after scrolling) or scrolls away with the rest of the dashboard.
2

Write your message

Use the rich text editor to create your content. You can format text with bold, italic, headings, and links. Add an image URL if you want a background or featured image for the welcome section.
3

Add personalization fields

Insert dynamic fields anywhere in your message so the greeting feels personal to each member. Type the field name in curly braces (e.g., {firstName}).
4

Target by user type (optional)

Select which user types should see this message. You can create a general message for everyone, or show different messages to different user types — leaders see leadership resources while volunteers see volunteer-specific info.
5

Save and preview

Save the message and visit the dashboard to see how it looks. Check both desktop and mobile views.

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Personalization fields

Insert dynamic content that resolves to each member’s data:

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Example message

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Display options

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Targeting by user type

You can create multiple welcome messages, each targeted to specific user types:
You can show both a general message and a user-type-specific message at the same time. Enable “Show general and user type message” in the settings to layer them.

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What to put in the welcome message

Update the welcome message regularly. A stale “Welcome to 2024!” message in 2026 tells members no one is paying attention. Either keep it current or use generic, timeless content like Welcome back, {firstName}!

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Real-world example

Scenario: A professional association launching Orgo for 2,000 members.
General message (all members):
Leader-specific message (user type: Chapter President):
Result: Regular members see a friendly onboarding message. Chapter presidents see both the general welcome and their specific management tools — layered for relevance without duplicating effort.

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Troubleshooting

Check three things: (1) the welcome message is toggled on in Settings, (2) the Dashboard Organizer has a category that includes the welcome widget, and (3) if you’ve targeted specific user types, verify the member belongs to one of the selected types.
Make sure you’re using single curly braces with no extra spaces: {firstName} not { firstName }. Also verify the field name is spelled exactly as listed — field names are case-sensitive. The three supported fields are: {firstName}, {lastName}, {organizationName}.
The image URL must be publicly accessible over HTTPS. Test the URL by pasting it directly in your browser. If it loads there but not in the welcome message, the image hosting service may be blocking embedded requests — try uploading to a different host.
The welcome message targets by user type, not by local center. As a workaround, use {organizationName} to include your organization name, and create separate user-type-targeted messages for different audiences within your organization.