The Dashboard provides a consolidated view of user and vendor activities and statuses within your Calculus account. Here, you can easily monitor and manage user profiles efficiently.
User Overview
1. Login into your Calculus Account
2. The Dashboard page will automatically load.
3. The page has 2 sections: User Overview and Vendor Overview with four status categories displayed.
Total Users, Completed Records, Activated Accounts, Missing Info.
Info: You can directly manage users from each widget by clicking on the "Manage" button under each category. This action will redirect you to the respective user list, allowing you to take specific actions based on the status of users, ensuring your user management process is streamlined and efficient.
Total Users: This category displays the total number of users registered or imported into your account.
Completed Records: This category displays the number of users who have completed their profile and questionnaire. For Institutions importing or adding user data, this category signifies that these account are complete.
Activated Accounts: This category displays the number of users who have been sent an activation email and successfully activated their accounts.
Missing Info: This category displays the number of users who have not yet provided all required information.
For more information, please see User List Overview
Vendor Overview
Total Users: This category displays the total number of vendors registered or imported into your account.
Completed Records: This category displays the number of vendors who have completed their profile and questionnaire. For institutions importing vendor data, this category signifies that their account setup is complete.
Activated Accounts: This category displays the number of vendors who have been sent an activation email and successfully activated their accounts.
Missing Info: This category displays the number of vendors who have not yet provided all required information.
For more information, please see Active Vendor List