---
title: Admin Dashboard Interface
description: The dashboard of a client from an administrative perspective. At the top, you will find the primary household member's name along with their username and password details. If necessary, you can edit t
---

[Skip to content](https://support.pantrysoft.com/the-dashboard-of-a-client-from-an-administrative-perspective.-at-the-top-you-will-find-the-primary-household-members-name-along-with-their-username-and-password-1729268058870#main-content)

English

Show submenu for translations

[More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en)

![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://support.pantrysoft.com/kb-tickets/new)
- [Go to pantrysoft.com](https://app.pantrysoft.com/login)

[Go to pantrysoft.com](https://app.pantrysoft.com/login)

 Welcome to the PantrySoft knowledge base. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en)
2. [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en)
3. [PantrySoft Interfaces](https://support.pantrysoft.com/getting-started?hsLang=en#pantrysoft-interfaces)

# Admin Dashboard Interface

The dashboard of a client from an administrative perspective. At the top, you will find the primary household member's name along with their username and password details. If necessary, you can edit this information or send them an email to reset their credentials.

Moving down the page you will see the email address provided during registration, the phone number, and the account number. The account number section also allows you to assign a barcode for easy identification.

There are exclusive item tags that indicate whether the household member is permitted to receive baby items or any other items based on your organization's policies. (this is optional)

The client then displays the date of entry, whether self-entered, mass upload of client data or portal add. Additionally, you can view their address, county, and even locate it on Google Maps for reference with a map icon. To make any changes to the above details, you can utilize the corresponding edit options. The activity section provides insights into their latest registration, visit type, and allows filtering by categories such as in-person visits, shopping appointments, or registrations.

Further down you are given more optional add ons such as you can manage documents, view or upload them, access credit balance settings, override, and adjust tiers as needed. The notes section enables you to create alerts, make notes restricting access to privileged users only, and apply snippets for quick reference notes.

You can designate proxy members who can act on behalf of the primary household member and pick up items. You can rename this section to things such as Emergency Contact, Referral or naming of choice.

In the Household Members box, the top person listed is always the primary contact on the household. The ones following are the people in the household with them. You can edit using the pencil icon located by the name. Detailed information about each household member can be added and edited.

A recent enhancement in PantrySoft allows you to customize the dashboard layout according to your preferences. By accessing the setup tab and navigating to the dashboard layout section, you can rearrange the elements through a simple drag-and-drop interface. The layout configuration is automatically saved, providing you with a tailored view of the dashboard that suits your needs as an administrator

- [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [Users](https://support.pantrysoft.com/getting-started?hsLang=en#users)
    - [PantrySoft Interfaces](https://support.pantrysoft.com/getting-started?hsLang=en#pantrysoft-interfaces)
    - [Inventory](https://support.pantrysoft.com/getting-started?hsLang=en#inventory)
    - [Guest/Client Registration](https://support.pantrysoft.com/getting-started?hsLang=en#guest-client-registration)
    - [Visits](https://support.pantrysoft.com/getting-started?hsLang=en#visits)
    - [Client Portal - Scheduling](https://support.pantrysoft.com/getting-started?hsLang=en#client-portal-scheduling)
    - [Reporting](https://support.pantrysoft.com/getting-started?hsLang=en#reporting)
- [Additional Admin Guides](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#main-content)
  
  
  
  
  
    - [Client Registration & Visits](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#client-registration-visits)
    - [Additional Features](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#additional-features)
    - [Inventory Management](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#inventory-management)
    - [Additional Paid Features](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#additional-paid-features)
    - [Tags](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#tags)
    - [Scheduling Appointments](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#scheduling-appointments)
- [Scheduling and Schedule Templates](https://support.pantrysoft.com/scheduling-and-schedule-templates?hsLang=en)
- [User Interfaces](https://support.pantrysoft.com/user-interfaces?hsLang=en#main-content)
  
  
  
  
  
    - [Client Portal/ Online Store- Admin & Setup Guides](https://support.pantrysoft.com/user-interfaces?hsLang=en#client-portal-online-store-admin-setup-guides)
    - [Client Portal/ Online Store- Customer Guides](https://support.pantrysoft.com/user-interfaces?hsLang=en#client-portal-online-store-customer-guides)
    - [Packing/ Kitchen Screens and Reports](https://support.pantrysoft.com/user-interfaces?hsLang=en#packing-kitchen-screens-and-reports)
- [Special Workflows](https://support.pantrysoft.com/special-workflows?hsLang=en#main-content)
  
  
  
  
  
    - [Delivery/Meals on Wheels](https://support.pantrysoft.com/special-workflows?hsLang=en#delivery-meals-on-wheels)
    - [University](https://support.pantrysoft.com/special-workflows?hsLang=en#university)
- [FAQ & Miscellaneous](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#main-content)
  
  
  
  
  
    - [Client Troubleshooting](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#client-troubleshooting)
    - [Other FAQs](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#other-faqs)
    - [Messaging and Notifications](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#messaging-and-notifications)
    - [Other Reports](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#other-reports)
    - [Technical Documentation](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#technical-documentation)
- [Reporting Tools](https://support.pantrysoft.com/reporting-tools?hsLang=en#main-content)
  
  
  
  
  
    - [Merging Duplicate Client Accounts](https://support.pantrysoft.com/reporting-tools?hsLang=en#merging-duplicate-client-accounts)
- [Release Notes](https://support.pantrysoft.com/release-notes?hsLang=en#main-content)
  
  
  
  
  
    - [2026 Releases](https://support.pantrysoft.com/release-notes?hsLang=en#2026-releases)
    - [2025 Releases](https://support.pantrysoft.com/release-notes?hsLang=en#2025-releases)
    - [2024 Releases](https://support.pantrysoft.com/release-notes?hsLang=en#2024-releases)
- [Recorded Webinars](https://support.pantrysoft.com/recorded-webinars?hsLang=en#main-content)
  
  
  
  
  
    - [2026 Webinar Recordings](https://support.pantrysoft.com/recorded-webinars?hsLang=en#2026-webinar-recordings)
    - [2025 Webinar Recordings](https://support.pantrysoft.com/recorded-webinars?hsLang=en#2025-webinar-recordings)
- [Special/ Niche Features](https://support.pantrysoft.com/special-niche-features?hsLang=en)
- [Advanced Inventory](https://support.pantrysoft.com/advanced-inventory?hsLang=en)
- [CSFP Module](https://support.pantrysoft.com/csfp-module?hsLang=en#main-content)
  
  
  
  
  
    - [CSFP Overview](https://support.pantrysoft.com/csfp-module?hsLang=en#csfp-overview)
    - [Managing CSFP Participants](https://support.pantrysoft.com/csfp-module?hsLang=en#managing-csfp-participants)
    - [Recording CSFP Visits](https://support.pantrysoft.com/csfp-module?hsLang=en#recording-csfp-visits)
    - [CSFP Data Management](https://support.pantrysoft.com/csfp-module?hsLang=en#csfp-data-management)
- [PantrySoft Volunteer](https://support.pantrysoft.com/pantrysoft-volunteer?hsLang=en)

# PantrySoft

pantrysoft.com Help Center

Copyright © 2026, PantrySoft