Customising your Dashboard View

Customising your Dashboard View

Introduction

This article looks at how to configure the view for an individual on the Business dashboard in SMSF Sorted.

How to customise your dashboard view.

Step 1: From the Business dashboard, click the Settings icon under the Profile icon in the upper left corner.







Step 2: A selection box will appear with radio buttons.



Step 3: You can select the type of information from the available options to select what will be displayed on your Dashboard.



Step 4: To change the defaults, select the appropriate radio button, e.g. Assigned Jobs, then click Save.
The details displayed on the dashboard will update according to the selected preferences and be saved for future sessions.

    • Related Articles

    • Manage Notification Preferences

      Introduction Manage Notification is a new feature to customise email and portal notification settings. With this feature, you can choose the activities for which you do not want to receive an E-mail or Portal notification. Setting Email and Portal ...

    • How to verify a business code in SMSF Sorted

      Overview From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an ...

    • Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator

      Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...

    • SMSF Sorted - Getting Started Checklist

      SMSF Sorted - Getting Started Checklist It's easy to get started with SMSF Sorted! We have put together this handy Checklist and a Tutorial Video Series to help you get Sorted. Step 1 - Follow the link in your Welcome Email to activate your SMSF ...

    • Administrator and Accounting Firm Workflow (Sorted Enterprise)

      Introduction Cloudoffis SMSF Sorted offers a seamless integration feature where one accounting firm can connect with another for outsourcing purposes. This enables efficient collaboration between firms using SMSF Sorted Basic and SMSF Sorted ...