Home Screen

Menu Layout Tab

1. Select Menu Layout to display the Panel Navigation.

2. Select from the key functions – Access Permits, Information Hub, Account, My Profile, Logout.
   
   
   

Open

Dashboard Layout Tab

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

Open

Customise the Account Dashboard Layout

1. Select Access permits > Reports > Dashboards > Dashboard by User, from the side navigation panel.
   
   

   Open

   

   
   
   

2. Select Tab Options > Change columns.

   Open

   

3. Navigate to Column Selector tab.

4. Check the box against the column(s) you wish to add and click Apply.
   
   

Open