---
title: "Using the Dashboard"
slug: "using-the-dashboard"
updated: 2026-07-15T18:08:46Z
published: 2026-07-15T18:08:46Z
canonical: "help.idibilling.com/using-the-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Dashboard

With Customer Care version 17.3 SP1 and higher, a new Dashboard page replaces the home page in previous releases of the IDI platform.

**(Show Picture)**

Old Home Page:

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82926.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

New Dashboard:

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82927.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

Access to the Dashboard is via the the IDI platform link available on all web pages.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82930.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

The dashboard provides a list of the Tickets, Follow-Ups and Workflow tasks assigned to the user that is logged in. The information is available either on a summary tab (All Assigned), or on a separate tab by work item type.

#### All Assigned Tab

This tab contains a list of all tickets, follow-ups and workflow tasks assigned to the user in order by date, with the oldest item first.

The icon in the left-most column indicates the type of work item:

- ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82935.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D) - Ticket
- ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82936.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D) - Follow-up
- ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82937.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D) - Workflow task

You can click on the row to open the work item in a new tab. Note that the grid headers cannot be clicked for sorting.

#### Tickets Tab

The tickets tab provides a list of tickets assigned to the user. The grid provides additional details for each ticket, sort capability (on all columns except ‘Name’), and a preview option. ()

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82933.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

Clicking on the Ticket number opens the ticket in a new tab.

#### Follow-ups Tab

The follow-ups tab provides a list of follow-ups assigned to the user. ()

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82939.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

- An icon will be present in the left-most column if the follow-up is overdue.
- Clicking on the Follow-up number opens the follow-up in a new tab.

#### Workflow Tasks Tab

The Workflow tasks tab provides a list of workflow tasks that are assigned to the user that are in in-progress, in error, or on hold. ()

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82942.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

Clicking on the task name opens the workflow task in a new tab.

#### Sales Agent Portal View

The dashboard also serves as a ***Sales Agent Portal*** for sales entities (associates and managers) with ***View Agent Portal*** permission. Users with this permission can toggle between the standard view described above (My Work) and the Sales Agent Portal via the **View** drop down menu. ()

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85648.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A50Z&se=2026-11-14T11%3A57%3A50Z&sr=c&sp=r&sig=jNkCKafCdQ3FrXwvyeG0BrQbtynTQpOTolRd4RiDpoE%3D)

> [!NOTE]
> Note
> 
> This menu is not available to users that don't have View Agent Portal (or ***Manage Sales Associates***) permission. For details on using the Sales Agent Portal, refer to ***Sales Agent Portal web help***.