Home Screen

Owned by Former user (Deleted)

Last updated: May 30, 2018 by Linda MacDonald (Unlicensed)

2 min read

Menu Layout Tab

Select Menu Layout to display the Panel Navigation.
Select from the key functions – Access Permits, Information Hub, Account, My Profile, Logout.

Dashboard Layout Tab

Select the Account Dashboard to display a custom view of Cases and Notifications.

Customise the Account Dashboard Layout

Select Access permits > Reports > Dashboards > Dashboard by User, from the side navigation panel.
Select Tab Options > Change columns.
Navigate to Column Selector tab.
Check the box against the column(s) you wish to add and click Apply.