The General Dashboard

Introduction:

All users will now be able to see the General Dashboard once logged in to the account. The Dashboard provides users quick access to important links, allows users to share their thoughts for the day, and provides insight on who’s celebrating milestones or birthdays in the company.

Below are the different parts of the Dashboard and what can be done or seen on each.

Once logged in to the account, you will immediately be directed to the Home tab. When accessing other sections on the account, you can always go to back to the General Dashboard by clicking on Home from the main menu. 

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Celebrations – You will be able to view who among your colleagues are celebrating work anniversaries or birthdays for the current month.

NOTE: Celebrations is shared to all users in the company. 

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If you click on mceclip2.png, a pop-up window will come up with a complete list of anniversary and birthday celebrants for the month.

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Company Links – You can add links into this section for quick access to sites that you regularly need for work. 

NOTE: Company Links is on a user level, and not shared to anyone in the company. 

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To add a link:
Step 1: Click on mceclip5.png

Step 2: A pop-up window will appear:

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Step 3: Enter the Name of the Website into this field: mceclip7.png

Step 4: Copy and then paste the link/URL of the website into this field:

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Step 5: Click on mceclip9.png .

*To access the website you have added, just click on the name.

e.g. Salesforce Dashboard has been added:

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To edit the website name or the link:
Step 1: Click on mceclip11.png .

Step 2: From the pop-up window, click on the link you wish to edit: (e.g. Salesforce Dashboard)

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Step 3: Once you click on it, the fields for the name of the website and URL will be enabled for modifications.

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Step 4: Click on mceclip14.png to save the changes made.

New Hires – Newly hired employees will be displayed on this section.

NOTE: New Hires is shared to all users in the company. 

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Happiness – You can click on either mceclip16.png  or the mceclip17.png to indicate your happiness level for each day. The percentage is based on all clicks within the company, and is shared to everyone. 

NOTE: Happiness is shared to all users in the company.

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Share your thoughts – Enter your thoughts and share it to your Organization! This is shared to all users, so please remember to “Think before you click!”

NOTE: Share your thoughts is shared to all users in the company.

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