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Dashboard Training Module

This recording provides an overview of the Dashboard page of the Superior platform, including the Tasks, Pending Transactions, and Reports and Statistics sections.

Every user with access to the Superior IRA & HSA platform can see the Dashboard page. Only users with the Transactions or Transactions Administrator user role can see the Pending Transactions section of the Dashboard.

NOTE: The training guide reflects the latest updates to the Dashboard page. The video below is reviewed annually and may not include the most recent changes, but will be updated as time permits.

View the Dashboard Page Training Guide, available HERE.

To download the video, click HERE.