The agency dashboard is a collection of shortcuts that allow you to access different sections. Most of them are very similar to what we have already seen for Users and Clients, but this time from a global perspective.
Shortcuts
Depending on your access and the version of the application you are running you could see more or fewer buttons here, we will go over each one of them briefly and more in detail in their specific lessons.
Expiring documents
Access to the expiring documents for all users and clients in the agency.
Reports
Access to the reports section for all users and clients in the agency.
Documents
Access to the documents section for all users and clients in the agency.
Billing Claims
Access to the claims for all clients in the agency.
Payroll
Access to all the invoices in the agency.
Calendar
Access to the global calendar of the agency.
Users Activity
Access to the last activity of all the users in the agency.
Clients
List of all the Clients in the agency.
Users
List of all the Users in the agency.
Announcements
Access to all the announcements.
Files
Access to agency cloud storage.
Configuration
Access to the Agency configuration.
Administrators
List of all the Administrators in the agency.
Invoices
List of all invoices for the Agency.