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Your dashboard on your phone

LiveFor: All with InsightsAccess: All with Insights

The role dashboard in the menu.

Tap the ☰ menu and choose Dashboard.

The dashboard on a phone with Partner, Manager and Accountant at the top, My Portfolio tiles for clients, open jobs, WIP and debtors, and a portfolio list by client.
The dashboard on a phone.

It shows the same views as My Dashboard: switch between Partner, Manager and Accountant at the top.

  • My Dashboard: partner, manager and accountant views (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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