Dashboard Navigation - Sidebar Menu
Multiple dashboards can be accessed using the Dashboard Sidebar Navigation Menu. This menu can be accessed by clicking on the menu icon in the upper left corner of the page.
Note
If you do not see the icon on the page, contact [email protected] to request access. You will need to have a license for either Apollo Pro® or RegLens Pro® to be given access to the dashboard sidebar menu.
Once you click on the menu icon, the sidebar navigation will open up on the page.
With the sidebar menu open, you will be given four sets of dashboard to navigate to.
MY DASHBOARDS
Any dashboard you have created will be listed under MY DASHBOARDS. This option will default to be open so you will immediately see the list of the ones you have created.
SHARED WITH ME
If someone has shared a dashboard with you and you have accepted it, you will see it listed under SHARED WITH ME.
CURATED DASHBOARDS
CURATED DASHBOARDS have been created by FinTech Studios and have then been automatically shared with everyone who has access to the sidebar menu.
PUBLIC DASHBOARDS
PUBLIC DASHBOARDS are dashboards that have been created by another user and then marked as Public for anyone to use.
When you see the dashboard you want to navigate to, just click on it and you will be taken to that dashboard. At that point, you can click on the menu icon to close the sidebar which will maximize the space that the dashboard can use.
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