Customizing Your Dashboard
Your ERISAfire Projects dashboard's default view will show all of your agency's client companies with whom we work and their active projects with ERISAfire. For agencies with a long list of clients, it can be overwhelming. So you only see what you need to see, we created a customizable "My Clients" view. Keeping your "My Clients" list up-to-date will also be beneficial for advising your clients, as your biweekly broker digest email of proactive compliance calendar alerts will reflect all of the clients you've selected.
Customizing Your Dashboard: Adding Clients
1. Go to projects.erisafire.com and click Sign In.
2. You'll be directed to the ERISAfire Projects login page. Login to your account.
3. As a consultant user on ERISAfire Projects, your dashboard's default view will show all of your agency's clients. To customize your client list, click the Add Client button next to the client company's name.
4. Once selected, the button label will change to My Client. This will both customize your dashboard view and update your biweekly broker digest email of upcoming compliance events.
Customizing Your Dashboard: Changing Your Dashboard View
First login to ERISAfire Projects. For detailed instructions, see steps 1-3 here.
To view your My Client list, find the toggle switch next to Show All Clients on the top right. When you click the toggle switch it will change from green (checkmark) to grey ("x"). Green with a checkmark indicates that your dashboard is showing all of your agency's clients; grey with an "x" indicates that your dashboard is showing just your selected clients. The toggle gives you control to switch back and forth between these views.
Customizing Your Dashboard: Removing Clients
To remove a company from your client list, simply click My Client next to the company's name. The button label will then change back to Add Client as it was before. This will remove a client from your personal dashboard view and from your personalized biweekly broker digest email of upcoming compliance events. The client will still remain on your agency's list of clients.
Questions? If you have any questions, feel free to reach out via the in-app messenger (friendly blue guy in the lower right-hand corner) here or on ERISAfire Projects.