JD User Dashboard General & Access

How to create and configure new tabs in your user dashboard

Learn to use Core Settings to set up user-filtering tabs.

Step 1: Open Core Settings to manage your user dashboard options.

Step 2: Enter the CRM Tag ID to designate a user as a Manager.

Step 3

Step 4: Click Add New Tab to create an additional tab for user filtering.

Step 5: Enter a tag in the Search and add tag field to filter users.

Step 6: Enter another tag in the Search and add tag field.

Step 7: Click Add Tag to include the new tag in the tab's filters.


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