Provide your clients a way to communicate amongst themselves! The Shared Dashboard for Organizations is essentially the Organization’s eWindow – made available to related Contacts to share good news, important documents, post announcements and more.

Important Notes: In order to setup your Shared eWindow for an Organization

  • The Organization must have a Primary email address
  • The Organization must have a Primary account manager address
  • The Organization must have been sent their eWindow Credentials

 

What does it look like to the Client?

If the client has permission to access the Shared eWindow, they will see the Organization’s name as a new Dashboard:

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