Navigating the Portal

The dashboard provides access to every feature you need to manage users, employees, and audits.

Main areas:

• Dashboard: High-level overview of audit statuses and employee counts.

• Census: Manage employee data and upload lists.

• Audits: View, create, and track dependent audits.

• Imports: Upload or review CSV employee imports.

• Resources: View support pages and upload files for use in the platform and communications

• Settings: Manage organization and user details.