EH
Elizabeth Hanfman
Created May 21, 2024Client Dashboard Overview
This article covers all the features and functionality of the Client Dashboard.
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The Client Dashboard is divided into 3 panels. The first panel you will interact with is the "Not Set Up" panel. These are clients that have been added and accounts have been created, but you have not set up journaling.
The number next to each panel heading indicates the number of clients in this section.
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If a client's account has not received an email in the last 24 hours, it will be displayed in the Journaling Inactivity: 24-Hour Alert.
This could mean the organization has not sent or received emails in 24 hours or journaling has stopped for another reason.
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