We’ll go through the My dashboard and guide you through all the sections step by step.

Section 1: User Panel

The user panel has three options. Each serves a different purpose.

Section 1.1: Notifications

Section 1.2: Guides

Section 1.3: My Account

We’ll discuss each of them in this guide.

Section 1.1: Notifications

The notifications section is on the top right corner of the main dashboard. As the name suggests, users and admins get all the updates as well as activity notifications here.

User/Admins can delete these notifications using the delete all button.

Read All button allows users to mark all notifications as read.

Show All button provides users access to all the previous notifications.

On the All-Notifications panel, users and admins can also delete the specific notification using the delete button.

Section 1.2: User Guides

StaffViz provides users and admins with complete guidelines (like the one you are reading) to help them navigate and understand the options and functions within StaffViz.

Clicking the guides button opens all the guides in the pop-up window, where all guides are listed on the left and on the right is all the content of the guide.

Section 1.3: My Account

My account section is used for personal account settings, to switch between multiple companies and even create new company accounts. Your Log out option for StaffViz account is also in the dropdown.

Let’s discuss each option and their function in detail.

1.3.1: How to Switch Company

Follow the given steps to switch companies.

Step 1: Click Switch Company

To switch between companies, please click the Switch Company button.

Step 2: Select the Company

From the list, please select the company you want to switch to.

With just 2 easy steps, you can switch companies in StaffViz.

1.3.2: User Profile

The User profile section is for all the StaffViz users and used to update your information.

Please follow the guidelines to update user profile.

Step 1: Click User Profile

Click the user profile button and a user profile form will open.

Step 2: Fill the Form

Form have following entries. Some can be updated, some may not.

1. Profile Image: Use the camera icon to upload your image.
2. Company Name: Company you are currently working in. (Not Editable)
3. First Name: User’s first name.
4. Last Name: Father name or can be another legal last name.
5. Phone Number: Fill in your phone number here.
6. Role: Your designation in the company. (Not Editable)
7. Email: Your professional email address provided by the company. (Not Editable)
8. Password: Enter your new password to update the old one.

Step 3: Save Info

Once all the information is updated, please click the save button to complete the process.

1.3.3: Add A Company

The option directs the user to the StaffViz website, where you can select the pricing plan for the new company.

Clicking Add a Company will open this StaffViz webpage, so you can register your new company here.

1.3.4: Logout

The Logout button in StaffViz allows users to securely exit their accounts, ensuring the protection of personal and organizational data.