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What are the Welcome Page and the Dashboard?

IN BRIEF:
The Welcome Page and the Dashboard are the two landing page options for the iClassPro Office Portal. Both pages use widgets to surface insights based on each staff member’s role, preferences, and permissions, but they differ in layout flexibility and the depth of available data. Changes made to either page are saved per individual iClassPro Staff User. 

Overview

When a staff member logs into iClassPro, the first page they are intended to see is either the Welcome Page or the Dashboard.

  • Staff members can return to their landing page by selecting the iClassPro logo at the top left of the software.
    • NOTE: If staff members do not have permission to view either page, they will be taken to the first page they do have permission to view.

Welcome Page (high-level, fast loading):

  • Designed as a landing page for fast load times.
  • Uses a fixed layout.
  • Some widgets can be switched for other widgets with more relevant data (based on the staff member’s role or preferences).

Dashboard (more flexible, deeper insights):

  • Provides more flexibility with its layout.
  • Includes more data-intensive widgets for deeper insights into business performance.

Both pages:

  • Have default widgets that can be adjusted to a user’s needs.
  • Save edits per unique iClassPro Staff User (each staff member can have a different configuration).

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Accessing the Feature

Staff members access these pages automatically when logging into the Office Portal (based on permissions and user preferences).

To return to the Welcome Page or Dashboard after navigating elsewhere:

  • Select the iClassPro logo at the top left of the software.

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To edit the Welcome Page or Dashboard (and access landing page preferences):

  • Navigate to either page, and then select the pencil icon at the top right to enter edit mode.

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Step-By-Step Instructions

Choose the preferred landing page (Welcome Page or Dashboard)

Staff members with permission to view both pages can choose which page displays by default.

  1. Navigate to either the Welcome Page or the Dashboard.
  2. Select the pencil icon at the top right to enter edit mode.
  3. Locate Preferred Landing Page (just below the Save button).
  4. Toggle the option for the landing page you want to use by default.
  5. Select Save to keep your changes.
  6. This preference is saved per staff user.
  7. Staff members with permission to view only one of these pages will not have the toggle options on the page or in edit mode.

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Toggle between the Welcome Page and the Dashboard

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No matter which page is selected as the default, staff members with permission to view both pages can toggle back and forth between the two.

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Additional details

  • Staff members with permission to view only one of these pages will not see toggle options.

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Welcome Page

What is the Welcome Page?

The Welcome Page is a landing page with a streamlined, fixed layout for optimum performance and a quick overview of operations.

  • The top portion draws focus to actionable items such as online activity and valuable KPI and List-type metrics.
  • The bottom portion helps staff stay on top of iClassPro resources, including:
    • Contact information
    • Help articles
    • Blog posts
    • Announcements

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What permissions are needed for the Welcome Page?

Business Owners and Admin users have access to the Welcome Page automatically because they have full access to the software and would already be able to access pages and run reports related to the data shown in widgets.

To allow other staff users to interact with the Welcome Page:

  • Page access on either the individual staff member or user group must be set to Full.

To enable a staff member to use all available widgets in this view, they need:

  • Full Application Access to:
    • iClassPro (Office Portal)
  • Full Page Access to:
    • Welcome Page
    • Students page (for Students KPI widget features)
  • Tasks Access to (View or Full):
    • Families/Students (for Families and Students KPI widgets)
    • Enrollments (for enrollment widgets)
    • Attendance (for Attendance list widgets)
    • Time Clock (for Time Clock list widgets)

If a staff member is missing the permissions required to display a widget:

  • The widget will not be shown while viewing or editing the layout.

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What is the default layout of the Welcome Page?

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With its fixed layout and limited number of metrics, the Welcome Page typically loads significantly faster than the default Dashboard layout while still delivering valuable insights.

By default, the Welcome Page includes:

  • A location selector at the top right (next to the edit tool)
  • A toggle between Welcome and Dashboard views (with required permissions)
  • An Online Activity widget that can be expanded to interact with activity items in place of the normal pop-up window accessible from other pages
  • Key information from shared Dashboard widget types:
    • KPI Widgets (with appropriate permission granted):
      • Active Families count
      • Active Students count
      • Active Enrollments count
    • List Widgets:
      • Accounts Created
      • Drops & Transfers
      • Enrollments
  • Helpful Links:
    • Knowledgebase & Education Corner
    • Contact Support
  • News Widgets:
    • iClassPro News (updates from the iClassPro Blog)
    • iClassPro Announcements (recent in-app announcements for reference)

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Dashboard

What is the Dashboard?

Unlike the Welcome Page, the Dashboard:

  • Does not use a fixed layout.
  • Does not include an Online Activity widget, help links, or news widgets.

Instead, the Dashboard is designed to provide a more in-depth, organized view of business performance using a broader and more data-intensive range of widgets.

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What permissions are needed for the Dashboard?

Business Owners and Admin users have access to the Dashboard automatically for the same reason they have access to the Welcome Page: full access to the software and related data.

To allow other staff users to interact with the Dashboard:

  • Page access on either the individual staff member or user group must be set to Full.

To enable staff members to use all Dashboard widgets, they need:

  • Full Application Access to:
    • iClassPro (Office Portal)
  • Full Page Access to:
    • Dashboard Page
    • Students page (for Students KPI widget features)
  • Task Access to (View or Full):
    • Families/Students (for Families and Students KPI widgets)
    • Enrollments (for enrollment widgets)
    • Attendance (for Attendance list widgets)
    • Time Clock (for Time Clock list widgets)
  • Dashboard Access to (Full):
    • Payments Widget
    • Program Summary on Dashboard- Full
    • Charges Widget - Full

Note: These widgets contain potentially sensitive financial and business data in the Programs and Bar/Line Charts widgets on the Dashboard. Staff cannot add a widget to their dashboard unless they specifically have permission for it. These widgets are intentionally restricted by default for all users except the business owner and admin user group, who already have alternative ways to access this information (such as reports).

If a staff member is missing the permissions required to display a widget:

  • The widget will not display in the drop-down menus while editing the layout.

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What is the default layout of the Dashboard?

In addition to KPI and List widgets (which it shares with the Welcome Page), the default Dashboard layout includes:

  • Additional Status widgets
  • A program chart to see enrollment breakdowns
  • Bar/Line Charts to review accounts payable and accounts receivable with multi-year comparisons

The default widgets included are:

  • KPI Widgets:
    • Active Families count
    • Active Student count
    • Active Enrollment count
  • List Widgets:
    • Accounts Created
    • Drops & Transfers
    • Enrollments
  • Status Widgets:
    • Trials
    • Wait Listed
    • Make Ups
  • Program Summary/Program Widget:
    • Programs (if specific Dashboard Access permission under tasks is granted, or the user is the business owner or an admin)
  • Bar/Line Chart Widgets:
    • Payments (if specific Dashboard Access permission under tasks is granted, or the user is the business owner or an admin)

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Troubleshooting & FAQs

  • Why am I not seeing the Welcome Page or the Dashboard when I log in?
    • If a staff member does not have permission to view either page, the System will take them to the first page they do have permission to view.
  • Why do I not see the toggle to switch between the Welcome Page and the Dashboard?
    • Staff members who only have permission to view one of these pages will not see the toggle options in view mode or edit mode.
  • Why is a widget missing from my Welcome Page or Dashboard (or missing while I edit the layout)?
    • If a staff member is missing the permissions required to display a widget, the widget will not display on the page and may not appear in the drop-down menus while editing the layout.
  • Why can I not add financial widgets (like Payments, Charges, Programs, or Bar/Line Charts) to the Dashboard?
    • These widgets can contain sensitive financial and business data and are restricted unless the staff member has the required Dashboard Access permissions (or is a Business Owner or Admin user).

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).