We have added a new feature "Business User Dashboard", allowing Business Users to efficiently act on multiple approvals from a single screen.
To access this feature, Business Users can simply navigate to the 'Company Selection' screen upon logging in and when switching between companies.
This feature is also made available on iPad on 18 April 2024.
To go to the Business User Dashboard upon logging in:
1) Click on the Business User Dashboard on the 'Company Selection' screen after logging in with your email and password.
2) Once you have clicked on the Business User Dashboard button, you will see the 'Business User Dashboard' screen and the To-Do List will be your landing page.
To go to Business User Dashboard when switching companies:
1) Once you have logged in to your Board.Vision account, click on the Switch Company button at the top right side of the screen.
2) Then, click on the Business User Dashboard on the 'Company Selection' screen.
3) Once you have clicked on the Business User Dashboard button, you will see the 'Business User Dashboard' screen and the To-Do List will be your landing page.
4) Please note that Business Users are required to preview the approval document first. Currently, the Select Action dropdown is disabled until the document has been previewed.
To know more about how to act on multiple Approvals within a single screen, please check here.
If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).