๐ Your Dashboard at a Glance
The Dashboard is the first thing you see after logging in. It gives you a real-time overview of what's happening with your background checks.
๐ What You'll See
Your dashboard is personalised based on your role. Here's what each role sees:
| Widget | Owner / Admin | Manager / Verifier | Partner |
|---|---|---|---|
| ๐ณ Credit Balance | โ Visible | โ Not shown | โ Not shown |
| ๐ Check Request Stats | โ All company checks | โ Their checks | โ Not shown |
| ๐ฅ Team Stats | โ Visible | โ Not shown | โ Not shown |
| ๐ Recent Activity | โ Visible | โ Visible | โ Not shown |
| ๐ค Assigned Checks | โ Not shown | โ Not shown | โ Visible |
๐ Check Request Stats
This widget shows a breakdown of your check requests by status:
- ๐ต Invited โ Awaiting candidate response
- ๐ก Collating Report โ In progress
- ๐ข Completed โ All reports received
- โซ Closed โ Finished with some missing reports
๐ณ Credit Balance (Owners & Admins)
The Credit Balance widget shows your company's current available credits at a glance. If credits are running low, a warning will appear here to prompt a top-up.
๐ค Partner Dashboard
If you are a Partner, your dashboard looks different. You'll see only the check requests that have been specifically assigned to you, along with their current status and any pending actions.
๐งญ Navigating the Portal
Use the left sidebar to move between sections. The menu items you see depend on your role:
- ๐ Check Requests โ View and submit checks
- ๐ Reports โ Access completed reports
- ๐ณ Credit Orders โ Manage credits (Owners & Admins only)
- โ๏ธ Settings โ Profile, company, and user management
- โ Help โ Walkthrough, updates, and support
๐ก Tip: Click Help > Walkthrough in the sidebar for an interactive guided tour of the portal.
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