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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:

    • Development Information

    • Sales and Customer Tables

    • Aftercare Content Libraries

    • Inspections and Defect Management (if applicable)

Cautionary Notes

  • Ensure you have the necessary permissions to access all sections of the dashboard.

  • Double-check the information before making any updates to avoid errors.

Tips for Efficiency

  • Familiarise yourself with the layout of the dashboard to navigate quickly.

  • Use the search function to find specific sites or information without scrolling through all options.

Link to Loom

https://loom.com/share/8cf297045f68480bb043de3a34fefbb9