BankSync

Customizing Home

Turn the dynamic Home page into a protected workspace dashboard, add native BankSync widgets, arrange the layout, and reset it safely.

3 min read

On this page

Home is the first page members see when they open a workspace. Before you customize it, Home is dynamic: BankSync picks a useful layout from the workspace's current banks, integrations, feeds, portals, enrichments, and recent sync activity.

Customizing Home turns that dynamic view into a protected workspace dashboard. From then on, Home uses the layout and widgets your team chose, while still opening in view mode by default so normal clicks open resources instead of moving cards.

Customizing Home and adding native BankSync widgets.

Who can customize Home

You need Editor access or higher to customize, reset, or launch setup actions from Home. Viewers can read Home and open resource pages, but they cannot connect banks, connect integrations, create feeds, or change the shared Home layout.

How Home is different from a normal dashboard#

Home uses the dashboard canvas and widget system, but it has a few extra rules because it is the workspace landing page:

Dynamic until edited

A new workspace does not store a Home dashboard immediately. BankSync renders the best current recipe until an editor customizes it.

Protected after editing

The first edit saves Home as a protected workspace dashboard. It appears in Dashboards, but cannot be deleted, moved, published, or embedded through generic dashboard actions.

Native widgets

Home can use platform widgets such as account balances, connected banks, integrations, feed activity, recent sync runs, portals, and enrichment summaries.

View-first on mobile

Mobile users get a readable single-column stack derived from the desktop layout. Mobile authoring is intentionally not exposed yet.

The dashboard editor canvas with widgets arranged on a grid, showing the same grid surface Home uses after an editor customizes it.
Customizing Home uses the same grid canvas as dashboards, but Home stays protected and opens in view mode.

Customize Home#

Open Home from the workspace navigation and choose Customize. BankSync copies the exact dynamic Home you were viewing into a persisted Home dashboard, then switches the page into edit mode.

In edit mode you can:

  • Move and resize Home widgets.
  • Add native BankSync widgets from the widget library.
  • Pin reusable dashboard widgets onto Home.
  • Remove widgets that do not belong on the landing page.
  • Finish editing and return Home to view mode.
The dashboard editor toolbar with widget, filter, fullscreen, undo, redo, and share controls; Home uses the same toolbar pattern for customization actions.
The editor toolbar is where you open the widget library, undo layout moves, and finish a customization pass.

Home is shared

Customizing Home changes the workspace Home page for every member. Use the layout for information the whole workspace should see first, not for personal scratch work.

Add native widgets#

Choose Widgets while Home is in edit mode. Native widgets appear in the widget library alongside regular chart, table, KPI, and control widgets. They are app-aware widgets: instead of reading a single query, they render BankSync product surfaces inside the dashboard grid.

Good native widgets for Home include:

  • Feed activity for the sync heatmap, recent runs, failures, and history links.
  • Bank account balances for connected account totals and attention states.
  • Connected banks and connected integrations for quick resource navigation.
  • Feeds summary for pipeline health.
  • Portals and enrichments summaries when those tools are central to the workspace.
The dashboard widget library open on the All tab with searchable widget cards and previews; Home native widgets are added from this same library surface.
Add native widgets from the widget library, then place them on the Home grid.

Native widgets stay inside the authenticated app. A dashboard that contains native app widgets cannot be published publicly or embedded, because those widgets depend on workspace permissions and live BankSync workflows.

Reset Home#

If the customized layout stops being useful, choose Reset Home from Home. Resetting removes the protected Home dashboard and the system widgets BankSync created for it. Reusable user-created widgets that were only pinned onto Home are kept.

After reset, Home goes back to the dynamic recipe and adapts again as banks, integrations, feeds, portals, enrichments, and sync activity change.

Reset affects the whole workspace

Reset only appears for editors, but it still changes the shared Home page for everyone. Use it when the team wants to return to BankSync's dynamic default.

Related guides#

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