Dashboard

Getting Started

• Accessing the Dashboard
• Adding agents to the Dashboard
• Personalising the wording of Dashboard emails
• Sending emails with the Send Connect Request Panel
• Track Request Panel

General Questions

• Why does the ‘download statement’ button appear only for certain users?
• Dashboard browser compatibility
• Error: Missing transaction data for a user
• Removing an agent's access to the Dashboard
• For verification request emails, which tracking information can I see?
• Resetting your Dashboard password