ADVISORS Diligentsia Pro Client Dashboard
The company dashboard is the main dashboard for an individual company which displays all the modules, whether they have been activated, and the completeness scores and risk scores for each module. You can also shortcut to modules reports, plan upgrade, company settings etc. and see what additional features would be unlocked when you to upgrade to the next plan. Think of the company dashboard as your control center.
Q What can I do from the Company Dashboard?
From the Company Dashboard, you can access all the modules included in your plan, see their current completeness and risk status and certification level and with one click see the status at individual section level for each module and access each module's reports. You can also find out about additional plans, modules and expansion pack modules.
Q Can I change the format of my dashboard?
Currently, you cannot change the format of your dashboard.
Q Can I restrict a user's access to the company dashboard?
No - but you can restrict access to the various modules which are accessed from it.
Q: What are completeness scores?
They indicate the percentage of completion for each module.
Q: What are risk scores?
These scores highlight potential risks based on the data provided in each module.
Q: How do I access individual modules from the dashboard?
Click on any module to view detailed reports and status.
Q: Can advisors track multiple companies from the dashboard?
Yes, advisors can navigate through multiple clients' dashboard through the client index.
Q: What happens when I upgrade a plan?
Upgrading unlocks additional features and modules.
Q: How can I add more features to the dashboard?
You can unlock new features by upgrading to a higher plan or purchasing expansion packs.
Q: Is there a report generation tool?
Yes, you can generate reports for each module directly from the dashboard.
Q: Can I customize the layout of the dashboard?
No, customization of the dashboard layout is not available.
Q: What is the purpose of the company dashboard?
It acts as the control center for monitoring and managing client companies.
Q: How are completeness and risk scores calculated?
They are based on the data entered and the progress made within each module.
Q: Can I export data from the dashboard?
Yes, reports and data can be exported from individual modules.
Q: How do I view the impact of expansion packs?
Expansion packs, when activated, add modules visible on the dashboard.
Q: What happens if a module isn't complete?
Incomplete modules will have lower completeness and risk scores, which are visible on the dashboard.
Troubleshooting FAQs: Advisor's Diligentsia Pro Client Dashboard
Q: Why can’t I see any modules on the company dashboard?
A: Ensure the client has added relevant data and activated the necessary modules. Contact support if the issue persists.
Q: How do I unlock additional features for the company dashboard?
A: Upgrade to a higher plan or purchase expansion packs to unlock new modules and features.
Q: Why can’t I change the dashboard layout?
A: The dashboard layout is standardized and cannot be customized at this time.
Q: What should I do if the completeness scores are not updating?
A: Ensure all required data has been entered in the modules. Refresh the dashboard or contact support if the issue continues.
Q: How can I view individual module reports?
A: Click on the module from the dashboard to access detailed reports and status information.
Q: Why is the risk score showing as incomplete?
A: Risk scores depend on data provided in the module. Verify that all required fields are completed.
Q: Can I track multiple companies’ dashboards from the client index?
A: Yes, use the client index to navigate between different companies’ dashboards.
Q: What happens to the dashboard when I upgrade a plan?
A: Additional features and modules are unlocked, and their status becomes visible on the dashboard.
Q: How do I restrict access to certain modules from the dashboard?
A: Use the "User Permissions" settings to manage access to individual modules.
Q: Can I export all data from the dashboard at once?
A: Data must be exported from individual modules. There is no bulk export option at this time.
Q: What if a module appears inactive on the dashboard?
A: Inactive modules indicate that they have not been activated or unlocked. Upgrade your plan or activate the module to access it.
Q: How are completeness and risk scores calculated?
A: Completeness scores represent the percentage of completion for each module, while risk scores are based on the potential risks identified from entered data.
Q: Why can’t I access certain modules even though they’re listed?
A: Access depends on your subscription plan. Upgrade your plan or activate the module to gain access.
Q: Can I see the impact of expansion packs on the dashboard?
A: Yes, activated expansion packs add modules and features that are displayed on the dashboard.
Q: What should I do if a module doesn’t open from the dashboard?
A: Refresh your browser or clear your cache. If the problem persists, contact support.
Q: Why is the dashboard not showing updated client information?
A: Ensure the client has entered or synced updated data. Refresh the dashboard to reflect the latest changes.
Q: How do I view module-level certification status?
A: Click on the module to view its detailed status, including certification levels.
Q: Can I share dashboard data with clients?
A: Yes, you can generate and share reports from individual modules with your clients.
Q: What happens if a module remains incomplete?
A: Incomplete modules will have lower completeness and risk scores, which could impact certification status.
Q: How do I contact support for dashboard-related issues?
A: Use the support bot on the website or email support@diligentsia.co.uk for assistance.