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How to set My Dashboard as the default homepage.

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time. 

Steps: 

  1. Select User Profile Name and click on My Settings
  2. Click on Set homepage
  3. The Set homepage drop-down box will appear. Click on My Dashboard from the list 

 

Users will automatically be taken to the dashboard upon login.  

Users can also access the default homepage by clicking on the

Accountability logo. 

 

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

Video Tutorial