Set Up Your client Dashboard

How to set up your home dashboard

Accept your agent's invitation to join GIC
1. Once you have created your account you will be dropped into your home dashboard.
Menu on the left hand-side includes:
1. Home
2. Agents
3. Transactions
4. Profile
5. Help Center
Customize your home dashboard
1. Click the Configure button.
2. Select which widgets you would like visible on your home dashboard.
Explore the widgets
1. Transaction Carousel: View all current transactions you are involved in.
2. Latest Transactions: Another view of all current transactions but you can filter by status of that transaction.
3. Dates & Deadlines: View all dates and deadlines in a daily view or see all upcoming as a list.
4. Documents: Quick access to all your documents.
5. Signable Documents: View any documents still needing your signature.
6. Master Calendar: A calendar view of all your dates and deadlines.
Agents Tab
1. See a list of all the agents you have worked with in GIC.
2. If you click on the agent all documents and transactions related to that agent live here.
Transaction Tab
1. A list of all the transactions you are a part of.
2. You can filter this by transaction status.
Profile
1. Click on your name
  1. Change your profile picture and edit contact information.
  2. Update your signature.
  3. Change/ update your email and/or password.