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Managing the Dashboard

Learn how to create, customise and manage your Corterum dashboard

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Written by Jack Smurthwaite
Updated over 3 years ago

To set up your dashboard for the first time, follow these steps:

  1. The dashboard should appear when you first log in to Corterum. If it doesn't, click on WORKBENCH, then DASHBOARD.

  2. Click on the button labelled SET UP MY DASHBOARD.

  3. You’ll then see a configuration menu pop up. Here you can select the number of tiles you would like to see on your dashboard and pick which tiles you would like to see from a number of options, including:

    • SM&CR classification

    • Fit and Proper Information

    • Your tasks

    • Your attestations

    • Statement of Responsibility information

  4. Click SAVE.

  5. You'll then see your dashboard, complete with your chosen tiles.

To manage and make changed to an existing dashboard, follow these steps:

  1. To click the blue cog icon in the top right-hand corner.

  2. The configuration menu will then appear.

  3. Make any changes to the number or type of tiles you have active on your dashboard using the checkboxes on the right-hand side of the menu. You will then see a preview of your changes appear on the left side of the menu.

  4. When you're happy with your changes, click SAVE.

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