Admin Dashboard

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]