Navigating the Home Screen

Overview

Whether you're checking analytics, managing your MySite, or connecting with customers, everything starts here on the Home screen. Let's explore what you can do.

Finding Your Way Around

The top navigation keeps things simple with two key sections:

• • Home: Your central dashboard and landing page
  • Learn: A complete library of training materials and videos

When you first log in, you'll land on the Home tab - this is your command center for managing your business and staying up to date.

Your Personal Command Center

Profile Settings

Look for the blue profile button to access all your personal settings. Here's what you can manage:

• • Profile: Edit personal info (name, email, phone, bio, social links)
  • To-Do List: Manage your tasks
  • Organization: View organization details

Need to update your account preferences? The Account Settings section lets you control:

• • Notification preferences
  • Language selection
  • Payment methods
  • Address management

You'll also find General Information here, including the Privacy Policy, Terms of Use, and App Info.

Running into technical issues? The Clear Cache button in General Information is your friend. The "Cache Cleared" message also shows your app version, which can be useful for troubleshooting.

Your Digital Storefront: MySite

Next to your profile icon, you'll spot the MySite button. This is your gateway to building a powerful online presence.

Create an engaging customer experience through:

• • A professional preview of your site
  • A compelling personal profile
  • Custom navigation buttons
  • Advanced site settings
  • Branded visual themes

Want to become a MySite pro? Check out our complete guide: "Navigating Your MySite)"

Staying Informed and In Control

Keep an eye on the bell icon in the top-right corner - it's your notification center for all important updates and activity.

The Home screen provides several ways to track your business:

Get the big picture through:

• • Company announcements
  • Recent activity feeds
  • Real-time analytics

Take quick action with these handy tiles:

• • Check your weekly/monthly shares
  • Access learning materials
  • View your calendar
  • Manage enrollments
  • Enter the virtual office
  • Submit support tickets
  • Review your to-do list

Track Your Success

At the bottom of your screen, the analytics ticker tells your business story:

• • See who's viewing your content
  • Track returning visitors
  • Monitor engagement in real time

Making the Most of Your Home Screen

Success starts with good habits. Here's what successful users do:

1. Start each day by checking notifications and announcements
2. Monitor analytics regularly to understand what's working
3. Keep profile information current and professional
4. Use the Clear Cache feature if things seem sluggish
5. Continuously optimize their MySite presence

Need a Hand?

We've got you covered:

• • Hit the Feedback tile for support tickets
  • Browse the Learn tab for training
  • Check your app version in General Information