Rippey 5.0 Guide - Employees

Pages
- Table of Content
- 1. Getting Started
- 2. Documents > Consolidated View
- 3. Documents > Client View
- 4. Processing - Documents
  4.1 Screen Layout
  4.2 Workflow Steps
  4.3 Comparison Mode
- 5. Emails > Consolidated View
- 6. Emails > Client View
- 7. Processing - Emails
  7.1. Screen Layout
  7.2. Workflow Step
- 8. Clients
- 9. Users
- 10. Access Policies
- 11. Dashboard Switching Dropdown
- 12. User Menu
- 13. What's Coming Next?
- 14. Appendix

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11. Dashboard Switching Dropdown

The Dashboard Switching Dropdown will allow users to switch into various client dashboards that they’re responsible for.

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Dashboard Switcher

Dashboard Switcher

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As depicted in the screenshot below, the dropdown menu is triggered when the Dashboard Switcher is clicked. This menu presents users with a range of options, including the ability to view as "Myself," Search for specific clients, access a list of Most Recent with recently opened clients dashboard, and conveniently locate their Favorite client dashboards for quick and easy navigation.

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