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, company settings etc. and see what additional features would be unlocked were 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.
Troubleshooting
Q: What should I do if my dashboard is not displaying all modules included in my plan?
A: Ensure your plan is active and all modules are enabled in your account settings. If the issue persists, contact Diligentsia support for assistance.
Q: Why is my completeness or risk score not updating?
A: Scores are updated automatically as modules are completed. Check if recent changes were saved, and if not, re-submit your updates.
Q: How do I unlock additional features visible on my dashboard?
A: You can upgrade your plan directly from the dashboard by clicking on the available features and selecting the desired plan or module.
Q: What can I do if the dashboard takes too long to load?
A: Slow loading may be caused by a large volume of data. Clear your browser cache, ensure a stable internet connection, or contact support for further investigation.
Q: Why am I unable to access certain modules from my dashboard?
A: Some modules may be restricted based on your current plan. Upgrade to access locked modules or check if they require specific activation.
Q: How can I verify the certification level displayed for my modules?
A: Certification levels are determined by the completeness and compliance of the module. If discrepancies arise, review the module details for any missing information.
Q: What should I do if the risk score displayed seems inaccurate?
A: Double-check the module inputs for errors or omissions. If you believe the score is still incorrect, contact support for a manual review.
Q: Can I export the dashboard data for reporting purposes?
A: Yes, you can export reports for individual modules. Use the “Export” option available within each module or section report.
Q: What happens if I downgrade my plan?
A: You can't downgrade your plan, you can only wait till the plan expires. When your plan expires, some functionalities would be restricted.
Q: How can I track changes made to the dashboard or modules?
A: The dashboard includes an audit log that records changes made to modules, reports, and settings. Access it through the company settings.
Q: Why are module reports not opening from the dashboard?
A: This issue may be due to browser settings or pop-up blockers. Disable pop-up blockers or try accessing the reports using a different browser.
Q: What should I do if users are accessing modules they shouldn’t?
A: Review user access permissions for specific modules via the account settings and update as necessary. Check out our article on User Permissions here
Q: Why can’t I see the portfolio dashboard option?
A: The portfolio dashboard is available only with the Portfolio Pro plan. Upgrade your plan to access this feature.
Q: How do I resolve display issues or formatting errors on the dashboard?
A: Refresh your browser, clear your cache, and ensure your browser is updated to the latest version. If the problem persists, contact support.
Q: Can I restore data deleted from the dashboard?
A: Deleted data cannot be recovered from the dashboard directly. Contact Diligentsia support to inquire about recovery options.
Q: Why is the dashboard showing incomplete module activation even though I’ve upgraded my plan?
A: Ensure the upgrade process was completed successfully. If issues persist, log out and back into your account or contact support.
Q: How can I add more users to the dashboard?
A: User management options are available in the company settings. Admins can add users and assign appropriate permissions for module access. Check out our article on User Permissions here
Q: What should I do if a module’s risk score suddenly increases without recent changes?
A: Review the module’s recent audit log for any updates or new information that may have affected the score. Contact support if the increase seems unjustified.
Q: How do I resolve account access issues for the company dashboard?
A: Ensure you’re using the correct login credentials and that your account is active. If you’re locked out, use the “Forgot Password” option or contact support. Check out more info on your User profile here