Home Screen

Owned by Former user (Deleted)
Last updated: May 30, 2018 by Linda MacDonald (Unlicensed)


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.


Dashboard Layout Tab

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


Customise the Account Dashboard Layout

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



  2. Select Tab Options > Change columns.
  3. Navigate to Column Selector tab.
  4. Check the box against the column(s) you wish to add and click Apply.