Dashboard

The Dashboard is the control centre of your portal. From here you can do the following:

1) Edit your profile - Click the blue link

2) Create new client groups - Click the green button

3) Access your client groups - Click on the relevant group button

4) Activity Stream - See the latest updates within the whole of your account. This includes all of your groups

5) Update your status - Share a short microblog message with your team

6) Search - A full-text search for files and notes.

7) Account - Here you can access your personal and account settings. You can also find help here or logout.

8) Recent Events - This box will display your recent events.

9) Notes - This box will display the recently edited notes.

10) Files - This box will display all of the recently updated or modified files.

 

 

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