Dashboard

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The dashboard is the main screen for Web Link modern experience and appears initially after logging in. The dashboard can be accessed at any time by selecting the Dashboard option located in the upper left corner of the screen. The dashboard includes the following sections:

  • Needs Attention - Alerts or notifications for tasks that need to be completed by the user; the list of items is automatically populated by the system.

  • Quick Actions - Shortcuts to frequently used options; only the applicable options for which a user has rights appear, and a user is able to change the order or hide/unhide options using the Customize Quick Actions option.

  • Announcements - Important messages posted by the Business Office; users defined as a supervisor or Web Link administrator (within the User Security option) can utilize the Manage Announcements option to control the announcements that appear.

  • Quick Links - Links to other websites or files listed by the Business Office; users defined as a supervisor or Web Link administrator (within the User Security option) can use the Manage Quick Links option to set the links that display.

The dashboard also shows the menu items to options on the left and the profile icon for the user in the top right corner. The profile icon shows the initials of the user (the initials are based on the first two names entered in the User Name field in the User Security option), and lists additional options available to the user.

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