How to navigate the Admin Portal on Guided Home?
How to navigate the Admin portal to view and manage your developments, customer journey and aftercare content libraries.
A step-by-step guide for navigating the dashboard and managing development information effectively.
Overview of the Guided Home Dashboard and Navigation Structure - Watch Video
Key Steps
1. Overview of the Dashboard 0:00
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Upon landing on the dashboard, you will see the main menus at the top:
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Development Information
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Sales and Customer Tables
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Aftercare Content Libraries
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Inspections and Defect Management (if applicable)
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Cautionary Notes
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Ensure you have the necessary permissions to access all sections of the dashboard.
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Double-check the information before making any updates to avoid errors.
Tips for Efficiency
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Familiarise yourself with the layout of the dashboard to navigate quickly.
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Use the search function to find specific sites or information without scrolling through all options.