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01.01 – Understanding the general dashboard

Upon logging in, the user is redirected to the general dashboard. This is purely for guidance: it allows for a quick visualisation of the overall status of clients, plans and compliance/RC assignments.

Information available (in display order) #

    • Create a new Compliance/RC plan
    • Create a new Compliance/RC mission
    • Consult clients (allows you to split your plans and missions across multiple companies)
    • View Compliance/RC plans
    • View Compliance/RC missions
    • Explore and edit the knowledge base