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Navigating The Dashboard
CA Cloud Desk is an easy-to-use and simple practice management software for individual CA practitioners and enterprises.
This section will help you navigate all the standout features of CA Cloud desk software.
When you log into the partner dashboard, your first screen will be the company dashboard. The company dashboard shows an overview of the company’s tasks and orders.
LEFT PANEL Options in Partner Dashboard:
Services:
Shows all the services that you provide to your clients. You can create a description of the services offered. The FAQ section helps you understand better about the services. It also keeps track of service requests and ensures customer satisfaction by delivering quality services on time.
Employee:
This section keeps track of your team’s details and sets permissions for each member. You can efficiently manage their roles and responsibilities, ensuring each team member has access to the right information and tools.
Customer:
You can find details of your customers here. You can club customers in a group, see their login credentials, update the information, and delete the customer.
Orders:
This option allows you to manage the orders. The drop-down features also allow you to create orders, recurring orders, view orders and see temporary orders.
Task
Efficiently manage tasks by tracking and organising them. It also helps to manage workload, set reminders, and deadlines, and assign tasks.
Community:
Helps to connect with fellow professionals for collaboration and support. It can help to engage with a network of individuals who share similar interests, exchange ideas, and gain valuable insights into your field of work.
Billing:
This option enables you to efficiently manage your invoices and financial records, as well as keep track of all your payments. You can view your credit notes. Debit notes. Opening balance and reported transactions.
Reports:
Allows you to gain access to comprehensive and detailed reports, with valuable insights and analysis of employees, customer feedback, Income, revenue, Order and Tasks.
Top Right-Hand Options in Partner Dashboard:
Training:
Provide you access to tutorials and training materials to enhance your skills. Also, it helps you to stay updated with the latest advancements in your field.
Support:
Provides prompt assistance and guidance whenever you encounter queries or issues. It ensures seamless operation and optimal performance.
Settings:
This lets you access the settings section, where you can customise your CA Cloud Desk experience.
- General Settings: Allows you to adjust your basic account settings to align with your workflow and organisational needs.
- Email/SMTP Configuration: Smoothly integrate and manage your email communication within the platform.
- Payment Details: Manage your payment information securely and conveniently.
- Customer Portal Policy: Define and enforce your customised policies for customer interactions, ensuring consistent and satisfactory experiences.
- Set Designation: Helps customise roles and permissions within your team, maintaining security protocols effectively.
- Download Utility: Provide access to a variety of downloadable tools and utilities to boost workflow and productivity.
- Notification Settings: This helps you personalise your notification preferences to stay informed about crucial updates and activities within the platform.
Profile:
Keep your personal and professional details up to date, facilitating accurate communication and networking opportunities.
Feedback:
This provides you with a stage to share valuable suggestions and feedback to contribute to our continuous improvement efforts, ensuring we meet your evolving needs effectively.
Monitor and manage your subscription details effortlessly to ensure uninterrupted access to our services.
Log out:
If you wish to log out from a device, you can click this option.
We hope this document helped you get the overview of Ca Cloud Desk Partner Dashboard.
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