Summary
- David Fairbank
- Melanie Whyte
The summary is designed to be the page for each user which details all their basic information and an overview of their portfolio.
Viewing another user's portfolio is done by navigating to User management > Users and then clicking on the name of a user in the list. Alternatively you can click on the button labelled Summary for that user.
The summary page is designed to show you the most relevant pieces of information about that user. This page is customisable in a similar way to the dashboards to allow you to set what people should see every time they land here. Please see here for more information on how to manage this.
The difference between dashboards and summary pages is as follows:
Dashboard - all information that is about you as the user logged in
Summary - all information that is about another user whose portfolio you are viewing