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?
• How many agent licenses can the Dashboard support?
• In downloaded user reports, why is the end of day balance missing for some days?
• For the Dashboard, what does DirectID use for the email feature and templates?
• Dashboard browser compatibility
• Can we send a text via the Dashboard for Connect requests?

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