01. The Dashboard

01. The Dashboard

When you first log into the portal you will be brought to the dashboard. Here you will find the main menu, accounts dropdown, staff information and latest promo material.

Accounts Dropdown:



You will find all your downstream accounts in this dropdown. At any time you can choose an account and enter that account. When you are in a downstream account you will see everything as that account. Make sure you are in the correct downstream account before creating anything

If you stay in the main account, the one with your company name on it, you will have the choice upon creation of any records as to where that record belongs.

Account Manager:



This is the contact information for your account manager. Please reach out to them before anyone else. Majority of the time they will have the solution or answer you need.




Book Time With…..




This is a direct booking console to get time with the CEO or Engineering Please don’t abuse this priveledge, and it is always best to arrange everything before booking the meeting


Partner News



Sales Materials



The remaining blocks will be tools to help you sell. As we update or add new we will be putting them in these.