- To access a Client Dashboard, click on the client number in the Clients Module.
- To access a Staff Dashboard, click on the Home Module (for your own) or click on the staff last name in the Staff Module.
Create Custom Dashboards
Each organization can create its own standard dashboard or multiple dashboards specific to roles. With permission, individual users can create custom personal dashboards.
To create a new Dashboard or edit an existing one, you may need to first assign permission by editing the applicable staff roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (Edit a Role).