How to adjust view preferences for the portal dashboard

  1. The first step is to log in as the super admin
  2. Go to the View Preferences tab
  3. Check or uncheck from the following dashboard options 
    • Account Status - Account Balance information (Prepaid, Past Due, Overall). Invoice information. 
    • Account Summary - Very similar to Account Summary or Account Status in AGRIS. Quick view of all Unpaid, Not yet applied, On Hold Bushels 
    • Contracts - Summary of most recent Grain contracts 
    • Messages - In app messaging feature
    • Recent Shipments - Most recent scale tickets

This is a video of all the steps mentioned above




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