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ZenCase Dashboards For Security Groups
ZenCase Dashboards For Security Groups

How To Enable ZenCase Dashboards For Security Groups In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a year ago

Overview

ZenCase provides predefined dashboards for both Attorney and Partners. Firm Administrators can enable dashboards by security group.

  • ZenCase Attorney Dashboard will display attorney information for the currently logged in user. Each logged in user will see a summary of their hours, tasks by status, and their list of assigned tasks, deadline tasks, high priority tasks, and statute of limitation tasks.

  • ZenCase Partner Dashboard will display firm information for all members. We recommend using the partner dashboard for security groups who have access to all member information only. The Partner Dashboard will display all attorney hours over the last 13 months, top 10 timekeepers, client A/R totals, matter A/R totals, member performance totals, expense totals, collections totals and top performers both YTD and in the last 90 days.

ZenCase dashboards are currently predefined and there will be a future improvement to allow customizations to dashboards.

How To Enable Dashboards For A Security Group

  • In the upper right corner, click on your name, select "Firm Settings" from the dropdown menu.

  • Click on the "Security Groups" tab

  • In the security groups list, under the Actions column, click the Edit pencil icon for a security group.

  • Under description, there is a new "Dashboard" select dropdown.

  • Select a ZenCase dashboard which has a lotus flower next to the name.

    • Example:

      • Attorney Dashboard

      • Partner Dashboard

Congratulations you have successfully set a ZenCase dashboard for a security group.

All members within the security group will now see a dashboard when they login and are on the Home page of ZenCase.

Let us know if you have any questions!

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