Brief description of the main menu functions available from the main Home screen
Upon login, you will be directed to your customizable Home screen. This screen can be customized to provide you with a quick view of the information that is most important across all of your clients.
This global icon will always bring you back to the main Home view
Selecting Clients will open several Client focused features
Clients - This will open the listing of all the Clients created in your portal
Leads - This Legacy module is available for customers still utilizing previous features
Activities - This will open Client Engagement Score module and display playbook activities for your clients
Project Roadmap - This will open the global Project Roadmap Module, allowing you to view projects across all clients
Client Reports - This will open a Score Comparing tool to view and compare Report scores for all of your clients
The Setup option will allow you to customize settings for:
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- Project and Task Templates
- Report Templates
- Client Engagement Score settings
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- Academy will open your Platform courseware options
- Solutions will open the Solution Sets library
- Resources provided details on how to access additional information from the HIT Community
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Your Profile allows you to customize several user and company-wide settings
Access more information on customizing your Home screen here