DAIS Dashboard Basics

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The dashboard is the home screen that users land on when they log in. This page contains an overview of all of the platform functionality including tabs to navigate to various tools (Customer List, Products/Product Builder, Portals, etc.), as well as a history of the 10 most recently viewed accounts. It also includes a searchable list of Personal and Commercial clients that exist within the IOI.

The dashboard also hosts a variety of ‘how-to’ videos and links to documentation that will help get you started.

To return to the dashboard at any time, simply click on the Dais logo in the top left-hand corner of your browser window.

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