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 3 months ago

  1. Login and Overview: Upon logging in, you are greeted by the overview dashboard.

  2. Support and Logout: The top right-hand side provides the support email address and the option to log out.

  3. Menu Management: Use the "hamburger" icon on the left-hand side to hide or reopen the side menu.

  4. 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.

  5. 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.

  6. 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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