- Knowledge Base Dashboard – The Dashboard serves as a summary page, showcasing all available functions, information, and features accessible to the user..
The following are the steps to access the Associates Dashboard:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.
2. Click on an associate to proceed.
3. A new page will open, displaying the available features on the left side of the screen.
4. To explore a feature, click on it. For example, to view a detailed profile, click the ‘INFORMATION’ feature.
5. On the right side of the screen, you will find a shortcut to the ‘Notes’ section. Only the five most recent updates will be shown.
6. By clicking the back arrow, the page will be redirected to the associates list.
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