Client Management Dashboard and Tasks View

Client Management screen

From your Dashboard, navigate to the Client Management screen by selecting a Client from the Name column on the left side of the client list

Learn more about your Service Provider Dashboard here

Overview tab

The Overview tab is the default view, which displays the client Dashboard including donut charts for progress on Assessments, Issues, Risks and Tasks

All charts can be filtered by Date. Note that the charts shown for each Client is determined by the highest License type of the Client

You can also manage the details of your Clients using the Details panel. Here you can:

  • Add tags to your Clients
  • Add a website
  • Select a geography
  • Select an industry

You can also bucket Assessments that you send to Clients into Engagements. To create a new Engagement please see Manage Product functionality here