When you first log in, you'll see the main dashboard with:
Company Overview: Your primary company information and metrics
Value Score Summary: Current value calculations for your business
Quick Actions: Common tasks like adding customers or vendors
Recent Activity: Latest updates and changes to your data
Main Menu Structure
The DIVACS interface includes several key sections:
Core Features:
Dashboard: Your main overview and metrics
Companies: Manage your company profiles and information
Customers: Track and analyze your customer relationships
Vendors: Manage your vendor relationships and data
Integrations: Connect with CRM and other business tools
Value Analysis: Access detailed value calculations and insights
Settings & Management:
User Management: Add team members and manage permissions
Account Settings: Update your profile and preferences
Data Import/Export: Manage your data using CSV templates
Understanding User Permissions
Admin Users Can:
Add and manage other users
Access all company data and settings
Configure integrations and connections
Export and import data
Modify company information
Standard Users Can:
View and analyze data within their permissions
Add customers and vendors
Generate reports and insights
Update their own profile information