Client dashboard

The Client dashboard shows summary information for the current client, together with quick access to additional detail and functionality via a series of dashlets. If required, you can select another client to view.

Client dashboard containing example dashlets.

The content of the dashboard is based on your permissions/role. You can:

Change the display order

Add dashlets

Edit the content of dashlets (where available)

Remove dashlets

Reset the dashboard to its default

See a list of available dashlets