Navigating the Agent Dashboard

Understand the features and layout of the Agent Dashboard.

Dashboard Overview:

• Upon logging in, you are directed to the Agent Dashboard.
• The dashboard provides an overview of your clients, their progress, and recent activities.

Client Management:

• View your full client list, including their status and any recent updates.
• Click on the vertical dots next to the client's name to access options such as Manage their vaults, edit their details, delete them or check activity history. 

Notifying Clients

• You have the option to notify the client to login and collaborate with you on their vaults, or you can be the one who created the vaults and updates them for them.

Vault Management:

• Monitor the status of client vaults, including creation dates and last updates.
• Ensure clients have completed necessary steps to secure their information.
• Click on Manage Vaults to upload your products and any other essential documents on their behalf. 
• You may also review their list of recipients for managing generational wealth transfer

• Refer to this set of articles for more information on managing your clients' vaults. https://support.ironcladfamily.com/support/solutions/folders/154000066653