Setting Up the Contractor’s Dashboard

1. In the ‘Companies’ list, open the navigation bar and click ‘Settings’.
2. From the left-hand navigation menu, select ‘Dashboard’.
3. Click ‘New Dashboard’, then choose either ‘Umbrella’ or ‘Limited’ from the drop-down menu.
4. Click ‘Continue’.
5. Use the toggle buttons to select which tiles you want to appear on the dashboard.
6. Click ‘Insert To Dashboard’ to preview the layout.
7. If you’re satisfied with the setup, click ‘Save’.