The Dashboard is the first page that a user will come to after logging into Client Manager. It is designed to help a user drive their day and provide snapshot information of what is happening inside the site. The layout and relevant Widgets are configured on a user-by-user basis, to ensure each user is only seeing the information that is relevant for them.
User View vs Practice View
- Two 'views' of the dashboard can be configured - an individual user view and an overall practice view
- Toggle between the views by selecting on User View > Select relevant view to interact with