Benefits Zone dashboard tour

Welcome to Benefits Zone! The key to success with the platform is a good understanding of how to navigate and leverage the dashboard. Ready for a tour? Check out the entire dashboard overview directly below or scroll down for a quick look at specific parts of the dashboard.

Take the Tour

If you finished the video above, congratulations!  You should be all ready to go. Below are segmented sections of the video with related Knowledge Center articles if you want more information.

 

Signing in to the dashboard

Note - if you are a part of a case created before mid-June of 2021, you will still have the legacy dashboard interface. 

• Log in to your agent dashboard
• Reset your password

Exploring the Case List

• More on the case list

Employee list features

• More on employee contact cards
• More on lead groups

Campaigns & Text Messaging

• More on campaigns
• More on individual (one-to-one) texting

Employee details & activity

• More on employee profiles
• More on employee activity