Now that you successfully logged into MyDashboard, we will guide through your first steps into our Digital Services Platform.
MyDashboard has been designed to provide automated accurate invoices delivered on-time, as well as recurring services, and share sensitive information and documents seamlessly and securely with your coworkers and employees. This article aims to give you an overview and introduction of all the possibilities you can find on MyDashboard.
When you first log in, you will be directed to our homepage:
Depending on the services you have booked with us, there are different possibilities of what your homepage will look like.
On the right side up, you can see the menu bar with your email address, where you can update your profile information at any time. Keeping your profile updated will make sure that all the services you've booked will be done correctly.
The left side menu bar shows you all the possibilities that MyDashboard has to offer: update and check at any time your company's information, add and edit employees and payrolls, access your reports 24/7, send and receive invoices, book other services and others.
At My Company, you can update and see your information also relevant documents like incorporation deeds, articles of association, contracts, bank data, employees, shareholders data, current services booked, etc.
Under Employees you can see and add the list of your current employees, clicking on their names you can see and update their important data (personal information, tax numbers, bank account, insurance, and other documents).
Please note: If you are not the admin, but you have the role "employee", you will be able to see only your own payroll slip.
On Services you can have access to all your booked services. Under each service, you will be updated on your to-dos, invoices, reports, and documents.
On the to-do's list, you will be notified of your activities pending, like approve and share the payroll slips with your employee(s).
Here you can see the description of the services you already booked and also see what other opportunities are waiting for you. You can check our customer success stories and also ask for a quoting.
In case you have any doubts feel free to contact us at any time.
For problems or questions related to invoices, please contact firstname.lastname@example.org
For general questions to MyDashboard, please contact email@example.com
For other information, check our help center: https://service.consultinghouse.eu/knowledge
If you want more information on how to reset your password, please read this: https://service.consultinghouse.eu/knowledge/mydashboard-app/my-users/i-forgot-my-password-how-can-i-login-to
If you want more information on how to view your monthly accounting reports, please read this: https://service.consultinghouse.eu/knowledge/how-to-view-my-monthly-accounting-reports
Looking forward working with you! 😊
Your Consultinghouse - Team