Navigating the Home Dashboard

Introduction

The Home Dashboard is the first page users see after logging in to BindHQ. This article explains how to navigate the dashboard and use its key features effectively.

The dashboard consists of:

• Static features (available from anywhere in the system)

• Dynamic dashboard components (which update automatically based on real-time data and user permissions)

Static Features

Static features are always accessible, regardless of the page you are viewing. These include the sidebar navigation, search bar, quick add menu, and user options.

Sidebar Navigation

The sidebar provides access to the major areas of the system, including:

• Dashboard

• Applications

• Policies

• Accounting

• Reports

• Production

• Partners

• Settings

Access to these areas depends on user roles and permissions. However, most users have access to Applications and Policies.

Search Bar

The search bar is located at the top of the interface.

When you click into the search bar, you can view:

• Recent searches

• Recently visited Applications

• Recently visited Policies

You can use the dropdown menu on the left side of the search bar to limit your search to a specific section (for example, Policies).

Additional search tips:

• Search is not case-sensitive.

• To search across all entities, leave the default selection as All Entities and enter a keyword.

• Results are grouped by entity and displayed in expandable sections.

• You may also select a specific entity before entering your search term to narrow results.

Quick Add Menu

The Quick Add menu, located at the top of the interface, allows users to quickly create or log new items.

Depending on your permissions, you may be able to:

• Create a new Application

• Add a Task

• Log an agency visit or call

• Record a payment

• Record a receipt

• Available options vary based on user role.

User Options

The User Options menu is located in the top-right corner of the interface and displays your name and profile image (or avatar).

From the dropdown menu, you can access:

• My Profile

• Company Directory

• Logout

Dashboard Components

The modules displayed on the Home Dashboard depend on your user role and system privileges.

Common dashboard components include:

• Real-time net revenue

• Task list

• Team activity

• Largest binds

• Top producer visits

These components update automatically to reflect current system data.

Navigating Major Areas of the System

When navigating to major sections such as Applications, you can expect to see the following interface elements:

• Tabs

• Filters

• Export Option

• New Application

• Status Indicators

Note: The availability of these features depends on your user role and the section you are viewing. For example, the tabs available in Applications may differ from those in Policies.