Using the Dashboard - 365 Accounts (Legacy)

Using the Dashboard - 365 Accounts (Legacy)

The Dashboard is the first screen you will see after clicking to access the Accounts.



To access this screen:

  1. Click on the Accounts button after logging into Autocab365.

Note: This button will show as greyed-out if you do not have access to the product.

On the left-hand side, the following dropdown menus are provided that allow you to navigate through different areas of the Accounts.

To navigate to another area:

  1. Click on a dropdown menu to expand it.
  2. Then click on a sub-section from the list.

Note: When on each main drop-down (for example, Reports) you can also click the 'Tiles' to be navigated to each specific area.

To return to the product dashboard:

  1. Click on your name in the top right-hand corner.
  2. Then click on Go To Dashboard.

Help Pages

For information on how to use each section of the Accounts, please use the built-in help pages or go to Autocab Help.

To access the built-in help pages:

  1. Simply click on the (hat) icon at the top of each page.

This will then display the relevant help page.