Commercial Resources Dashboard

Dashboard

My Dashboard is a customizable landing page providing quick access to your accounts, and functions including, but not limited to transfers, payment approvals, and reports.

{beginAccordion}

ACCOUNTS WIDGET

Your business accounts can be organized in groups to fit your business preferences. When you log in to your online account the first time, you will set up groups and add accounts accordingly.   

1. From the top of the Accounts widget click Manage Groups.
   
   
2. From the Manage Account Groups pop-up, you can create up to twenty groups by clicking Create New Group.
   
   
3. Add accounts to each group by clicking Add Accounts.
   
   
4. You can rename an existing group by clicking the pencil icon  next to the current group name.
   
   
5. You can delete a group by clicking  . 
   NOTE: This does not delete the account(s) from your online account, it just deletes the group.
   
   
6. Click Done.

CONFIGURING THE DASHBOARD

My Dashboard is divided into sections (also known as widgets) that may be added, removed, resized, and reorganized according to your preferences. To configure the dashboard: Click on Configure Dashboard on the top right corner of the dashboard.

1. You can reposition widgets by dragging and dropping. You may also resize the widgets by using the  icon on the bottom right corner.
   
   
2. Add additional widgets by clicking Add Widget in the top right corner.
   
   
3. Select the widget(s) to add to your dashboard by clicking Add Widget. After making your selections, click Add Widgets again to finalize your selection.

4. Click Remove widget to remove a widget.
   
   
5. Click Save to set your dashboard preferences.