Your Dashboard

Modified on Fri, 21 May, 2021 at 10:35 AM

If your carrier has granted you an Admin status, you will have access to a custom dashboard for your company. The Dashboard is the first screen you will see when you login to your Portal:

If you don't have and Admin account, you will be directed to the My Orders page.


Your Dashboard is separated into four key sections:

  1. The Toolbar on the left lets you navigate from one set of features to another
  2. The Snapshot show a summary of your recent order history for analysis
  3. A live view of your Most Recent Orders is shown on the right. Click on any order to see it in details or click on View more >>to get a complete list
  4. The top right of the screen is where you can login/logoff and Book a new order. Other custom navigation icons might also be visible according to personalized settings. You can also book a new order by clicking on the New Order button at any time.


HINT: If you click on the chevron to the right of the blue New Order button, you will see an option to Book a new order from a template. You will see later how Templates are a super fast and convenient way to book new orders.



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