Dashboard

1. Upon logging in, you will land on the Dashboard.

2. The Inbox displays actions requiring your attention (e.g., proposals, agreements, approvals, or reviews).

3. You can use the Recently Viewed section to access records you have accessed recently.

4. You can also pin important records for quick access by clicking the pin icon next to the record name.

5. Click on any item to navigate directly to its details.

Open

Note: You must have a Global Viewer role, which allows access to all records in the grants module.