📝 Overview
This article offers a clear guide on navigating the ChiroHD interface, specifically switching between the system dashboard and a live office location. If you have system admin permissions, you'll learn how to identify your current view, move between the dashboard and locations, and understand what permissions are required for each area.
System Dashboard: What it Looks Like
If you have System Admin Permissions, when you log into ChiroHD, you will automatically land on the System Dashboard.
One way to confirm that you are on the system dashboard is by looking for the System Settings tab.
Live Location: What it Looks Like
If you do not have System Permissions, when you log into ChiroHD, you will automatically land on your Live Location.
One way to confirm that you are on your Live Location is by looking for the calendar or the Settings tab.
Navigating from the System Dashboard to your Live Location
Start on your System Dashboard, scroll down the page to find a list of your offices or locations and click on the one you would like to enter.
Your live location is where most of your day-to-day office tasks are completed.
Navigating from your Live Location to the System Dashboard
To navigate from your Live Location to the System Dashboard, click the green box located in the top right corner of your screen.
NOTE: If you do not see the green box, this indicates this user does not have system level permissions and cannot access the system dashboard.
✅ Key takeaways
System Admins land on the System Dashboard upon login.
Check for the system settings tab to confirm you are on the System Dashboard.
Scroll to see and select your list of offices to access a location.
The green box in the top right corner of your Live Location helps you switch back to the System Dashboard.
📌 Conclusion
Navigating between the ChiroHD system dashboard and your live location is straightforward with the correct permissions. The dashboard provides oversight capabilities, while day-to-day tasks are managed from your selected live location.