The Dashboard

In this section, we introduce the Dashboard; the first screen you see when logging in to your Service Provider Portal as well as the basics for navigating around the Portal.

Dashboard

The dashboard is the first page you land on when you log in to the Service Provider Portal. It shows the visit history of your members to the selected business' locations. You can see specific locations or all locations, and filter by year, by selecting the drop-down menus at the top of the page. You will always be able to see the Dashboard.

Dashboard.png

Navigating the Portal

There are a few things you need to know to successfully use the Service Provider Portal.

You can use the items in the left-hand menu to access different sections of the portal or log out and you can collapse the menu, to give you more working space, by clicking the back arrow in the top-right corner of the menu.

Menu.png

If your organization is contracted to multiple businesses and you have been invited to use their portals, you can switch between your customers' businesses in the upper toolbar. Click on the drop-down next to their name and select the other business to switch profiles.

E.g. Your organization (Wayne Enterprises) provides services for My Company Inc and ABC Ltd and you are responsible for your organization's information. When you have entered all the relevant information about your organization for My Company Inc's records, you can switch to ABC Ltd and fill in your information for their records.

Whenever you make changes in the portal, make sure you click the Save button before moving on. If you do not you may lose all of the information you have entered in that section.

Next we look at 'How to Manage Organization Details', click the Next Article button below.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request