Please note that any Customisation is linked to the individual user. i.e. if one staff member changes their Dashboard View or default column setup it does not affect any other staff member.
Logging into the Staff Dashboard
When a user logs into EnrolHQ the Staff Dashboard is displayed.
The access level for each type of user is setup in User Management
This example is for Registrar, Interviewer and Admin permissions
When EnrolHQ has any Announcements to share with Users this is displayed at the top of the screen in the Yellow banner. (if there is no announcement there is no banner)
- The Main Menu is situated on the Left hand side of the screen, Sections can be expanded to show more detailed options.
- If you wish to apply for the SMS feature you will need to complete the application here. If it has been configured then this will display the amount of credits available.
- This displays the name of the User that is currently logged in.
- You can select your name then your profile, this allows you to update your name, mobile number, password and your user preferences. Any setup or changes made here are only reflected for your individual user. Remember to save for the changes to take effect.
- Outstanding Tasks are displayed here only if you have an outstanding task. (if there are no tasks then the section will not appear)
- Live Feed is the list of all the Parent actions that have occurred. EnrolHQ sends confirmation emails to the default system email address. (unless this has been turned off in the Templates)
Customising your Staff Dashboard
On the staff dashboard (and other places within EnrolHQ) you will see a grouping of 6 dots - these allow staff to 'Drag and Drop' sections of the dashboard to suit each individual user.
Wherever you see this symbol you can reorganise fields for your personal preferences.
User access Customisation outside the Staff Dashboard
These sections in EnrolHQ can be customised per staff user as well