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How to set My Dashboard as the default homepage.

This guide explains how My Dashboard visualizes agency data with charts across Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.

Step by Step Guide:

 

1. Select User Profile Name and click on My Settings.

2. Click "Set homepage"

3. The Set homepage drop-down box will appear. Click on My Dashboard from the list

Tip: Users will automatically be taken to the dashboard upon login.

Users can also access the default homepage by clicking on the Accountability logo.