Your partner dashboard is the area of entry once your workspace is chosen and logged into.
The dashboard consists of several areas:
- Side navigation panel : allows you to move through different areas of the portal
- Reminder Bell: brings to your attention tasks or mentions required
- Your profile: view and adjust your security, MFA, workspace dashboard return and safe logout features
- Task creation short cuts: add documents, eSign request, digital forms and room creation just with a click of a buttom.
- Featured shortcuts: quick links to areas of the portal where both admin and features can be found
Client Base: consist of 2 areas
-Active Clients: all staff and client accounts (individual and entities) including hidden and external who have activated/logged into their account.
-Pro Clients: all billable paid monthly subscription of a workspace/client file that you are the primary firm for. client groups account for one workspace. eg. Bob's firm has 7 client workspaces - Harry & Brenda (group) have a pro account, Barry Marz is a pro account but is an external client and all the other clients are starter files. Bob's firm are only charged for 1 pro account.- View client list: takes you straight to the client list page to view all clients you are assigned to or are able to view.