Favourites

Every Customer's Admin portal homepage can include a curated list of links, known as Favourites. These links provide easy access to pages and resources that are useful to the organisation. One potential use of this feature is quick access to reports based on specific combinations of parameters, minimising the need to manually specify those parameters every time the report is needed.

Favourites can be added, modified, and removed via the Customer Resources page. Assuming the Customer has any favourite links, these will appear on their homepage after logging into the Admin portal.

  1. Access the resources page for the intended Customer.

    1. Access the details page for the intended Customer.

      1. Type the Customer’s name into the search field at the top of any page.
      2. Click the intended Customer in the search results. This opens the Customer Details page.
    1. Select the Customer Resources tab.
  1. Click the Favourites / Extra menu Links hyperlink.

Each favourite can be assigned a Category, ensuring that similar or related links can be grouped for intuitive use.