Purpose

The Guide feature allows organizations to provide users with quick access to important resources directly from the Executive Dashboard. Administrators can configure a custom URL that appears as a Guide button, giving users a convenient way to access training materials, documentation, onboarding content, support articles, or other organizational resources without leaving the platform.

By placing helpful information directly within the Executive Dashboard, organizations can improve user adoption, reduce support requests, and ensure users always have access to the information they need.

Business Case

Organizations often maintain training materials, process documentation, support articles, and onboarding resources outside of the platform. Users may struggle to locate these resources when they need assistance, resulting in delays, confusion, or unnecessary support requests.

The Guide feature solves this problem by allowing administrators to surface important resources directly within the Executive Dashboard.

Benefits include:

• Centralized access to training and support materials.
• Improved user onboarding.
• Increased platform adoption.
• Reduced support inquiries.
• Faster access to organizational resources.
• Consistent communication across teams.

By making resources easily accessible, organizations can improve the overall user experience and help teams work more efficiently.

Overview

The Guide feature allows Company Administrators and Site Administrators to configure a URL that is displayed as a Guide button within the Executive Dashboard.

When users select the Guide button, they are redirected to the configured resource.

The configured resource may include:

• User Guides
• Training Videos
• Knowledge Base Articles
• Onboarding Documentation
• Internal Process Documentation
• Support Resources
• Executive Dashboard Instructions
• Company-Specific Content

Once configured, the Guide button is visible to users within the Executive Dashboard and provides a centralized entry point to important information.

Who Can Configure the Guide Feature?

The Guide feature can only be configured by:

• Company Administrators
• Site Administrators

Users without administrative permissions can view and access the Guide button but cannot modify the configured link.

How to Configure the Guide Feature

To configure the Guide feature:

1. Navigate to Settings.
2. Select Features.
3. Locate the Executive Dashboard section.
4. Find the Guide setting.
5. Turn the Guide feature On.
6. Enter the URL you want users to access.
7. Save your changes.

Once saved, the Guide button will appear within the Executive Dashboard.

Enabling and Disabling the Guide Feature

Administrators can control whether the Guide button is visible to users.

Enable Guide

Select On to display the Guide button.

Disable Guide

Select Off to hide the Guide button.

When disabled, users will no longer see the Guide button within the Executive Dashboard.

Hiding the Guide Label

Administrators can optionally select Hide Label.

When enabled:

• The configured guide remains available.
• The label text may be hidden based on system configuration.
• The Guide feature remains functional.

This option allows organizations to customize the appearance of the Executive Dashboard navigation.

What Users Will See

After the Guide feature has been configured and enabled, users will see a Guide button within the Executive Dashboard navigation.

Selecting the button opens the configured resource.

The Guide button provides immediate access to the configured content without requiring users to search for documentation elsewhere.

Summary

The Guide feature provides organizations with a simple way to deliver training materials, documentation, support resources, and other important information directly from the Executive Dashboard.

By allowing administrators to configure a custom URL, the Guide feature creates a centralized access point for organizational knowledge, helping users find answers faster, improve adoption, and get the most value from the platform.