The dashboard serves as the central hub for managing portal activities. The dashboard shows the portal’s current status and provides quick access to key functions.
Portal Users:
– The “Portal Users” section displays the number of active users on the platform, along with a visual progress indicator showing the percentage of active users. [1]
Portal Overview:
– This section presents an overview of the CRMJetty Portal, including statistics on the number of Lists, Forms, and Menus available. [1]
Quick Access Panel: [2]
– Located at the bottom of the dashboard, the Quick Access panel provides shortcuts to frequently used actions. These include:
– Create New Portal User: Add a new user to the portal.
– Enable New Entity: Activate a new entity within the portal.
– Create New Role: Set up a new role for portal users.
– Generate Credentials: Create and distribute credentials for portal access.
– Build A Form: Design and create new forms.
– Create New Menu: Add a new menu to the portal.
– Create New Page: Set up a new page within the portal.
– Create New List: Create a new list for organizing data.
Sub Admin :
The “Sub Admin ” section on the right-hand side indicates the presence of sub-Admin . If no sub-Admin is assigned, this section will display “No Records Found.” [3]