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Navigating the Minimal Dashboard as a Partner User

Maya
Maya
  • Updated

Purpose

This article informs Allbound partner users how to navigate the minimal dashboard.

 

Introduction

The platform's dashboard seamlessly and strategically guides you through the portal. The minimal dashboard is segmented into Hero Images, Quick Links, Call to Action Buttons, Calendar Events, and other widgets.

 

Dashboard Overview

 

Screenshot 2023-09-06 at 1.37.10 PM.png

 

A. Company logo: Click this parent company logo image to re-direct you back to the portal's dashboard page

B. Search bar: Search for pieces of collateral names, titles, and keywords within the portal

C. Your company's logo: This logo image is a part of the portal customization

D. Communities: Click this icon to connect and collaborate with your colleagues within your company

E. Alerts/Notifications: A small green circle will overlap this bell icon if you receive a portal notification

F. Your user profile photo and information: Upload your profile photo and information to customize your platform experience

G. Hero Image(s:) If available, click on the button to learn new information from your parent company

H. Quick Links: Your parent company has "bookmarked" these links for you to easily access

I. "View My Channel Manager" Button: Click this button to view your designated Channel Manager's name and contact information

J. Call to Action Buttons: Click on these buttons to learn new information from your parent company

K. Calendar Events: View upcoming events

L. "My Pins:" "Pin" your favorite pieces of collateral to your dashboard to "save" for later

M. Popular Content: Shows the most popular pieces of content across the portal

N. New Content: The portal populates this information when a piece of content is flagged as "New"

 

Left-Hand Navigation Panel Overview

 

Screenshot 2023-09-06 at 3.05.01 PM.png

 

*Note: Your parent company controls the visibility, organization, and naming conventions of these navigation panel tabs; the above screenshot depicts the platform's default names and organization of these tabs. In your portal, these tab names may be different or be reorganized

*Note: All content repositories and their individual pieces of collateral are controlled by your parent company

 

Dashboard tab: Click this tab to re-direct you to the portal's dashboard page

Training & Pre-Sales tab: Click this tab to enter the Training & Pre-Sales repository. This repository houses your parent company's internal collateral and Learning Tracks for you to digest. Learn all about your parent company here!

Content & Resources tab: Click this tab to enter the Content & Resources repository. This repository houses all pieces of collateral

Playbooks tab: Click this tab to enter the Playbooks repository. This repository houses "Playbooks" which are "file folders" for organizing individual pieces of collateral by theme. (Example: a Sales playbook, a Product playbook, etc.)

Calendar tab: Click on this tab to view upcoming events your parent company has scheduled

Prospect Pages tab: Click on this tab to create and/or edit a Prospect Page. A Prospect Page is a "landing page" or "digital business" card you may email to prospects to progress a deal

Pipeline tab: Click on this tab to view the Pipeline table and everything deal-related

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