Skip to content
  • There are no suggestions because the search field is empty.

Dashboard (Management Portal)

The Management Portal Dashboard provides an overview of the companies/locations that you have access to, actions that may be outstanding and easy access to your Favourite Reports.

Note: Your Access Level may restrict the use of some features.

A Management Portal is an add-on which provides a central hub for businesses who have multiple companies or locations (sites) that operate autonomously.

Dashboard

The Management Portal presents a Dashboard which can be accessed from the Dashboard tab in the left menu.

The Dashboard has three sections:


Overview

Overview provides a quick view of outstanding actions and recent activities for all of your sites.



Click any tab for more details.

mp-overdue-task

To view a full report click the View Details button.

You will only be able to see information relating to the companies you are Linked to. For more information see Managing Users (Management Portal)

 

My Companies

My Companies provides a list of companies (sites) connected to the Management Portal that you have access to. 

my-companies-mp

  1. Company assigned to a Group (see Managing Companies)
  2. The company's Safety Rating (see Improving your Safety Rating)
  3. Management Portal Users linked to the company (see Managing Users)
  4. Access Link - this gives direct access to the connected companies subscription at site level.

To exit a site, click the grey banner "Back To Management Portal" on the left hand side to return to the Management Portal.


Favourite Reports

Favourite Reports provides quick access to your Favourite Reports. Click View All Reports to access the Reports tab.

Click the report to access.

Next Steps