How to navigate the Admin Portal on Guided Home?
Written By Oliver Perry
Last updated About 4 hours ago
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
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.