Let’s take a closer look at the Home screen of our application. In here you’ll find a few panels each presenting different information that you might want to be aware of upon starting your application, or just general information and quick access to your clients.
Quick Shortcuts
Depending on your role in the Agency (user or administrator) you will see several shortcuts for Clients/Users, pending Documents separated by statuses and Expiring documents. You can access directly to each one by simply clicking on them. You can also refresh them by clicking on the icon in the top right corner of the panel.
Accesses
Depending on your role in the Agency (user or administrator) you will see a list of all your accesses. You can go directly to their individual dashboard by simply clicking on them.
Recent events
Next there’s the Recent Events box. Here you’ll see the information of the last events created on Calendar for the Clients/Users. You can scroll down to see all and can access directly to each event by simply clicking on them. You can also refresh your recent events box by clicking on the icon in the top right corner of the panel.
Banners
This card is only available/visible if the Agency defines a banner. If they do, it will show on your home screen as a slideshow.