Navigating The Dashboard
The purpose of this guide is to assist users in navigating the Accord overview dashboard and its various features.
Written By Kelly Szabo
Last updated About 14 hours ago
Login and Overview: Upon logging in, you are greeted by the overview dashboard.
Support and Logout: The top right-hand side provides the support email address and the option to log out.
Menu Management: Use the "hamburger" icon on the left-hand side to hide or reopen the side menu.
Actionable Pie Charts: Depending on permissions, various pie charts are visible; clicking these will take you directly to specific activity reports, such as expiring contracts.
Manage Assigned Activities: View activities assigned to you on the dashboard. From here, you can view, complete, or extend an activity.
Note: Highlighted activities indicate those that are overdue or expired.
Contract Actions: Lists of contracts under specific categories (e.g., expiring, expired, needing review) are available. You can view a contract or perform actions like "renew" or "extension" using buttons on the right-hand side.
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