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Agent Portal - My Approvals Accessibility

  • November 11, 2024
  • 3 replies
  • 40 views

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Hi all,

It’s not a major issue and certainly not the end of the world if this is the case but I’m wondering if I’m missing something immediately obvious...

Within the Agent Portal, is the ‘My Approvals’ area only accessible by first navigating to it via the appropriate Widget that can be added to a Dashbaord?

The Widget in question:

 

I had a look around and could not find any specific menu item in the left or top-right which navigates to this area?

Best answer by Roxwell

It’s either via the dashboard, in the portal, or “My tasks”

3 replies

Roxwell
Top Contributor ⭐
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  • Top Contributor ⭐
  • Answer
  • November 11, 2024

It’s either via the dashboard, in the portal, or “My tasks”


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  • Author
  • Skilled Expert
  • November 11, 2024

Try as I might, I can’t seem to get Approvals to display in the ‘My Tasks’ area.

Either way I can see a potential usability improvement there which I’ll raise as an Idea.


Roxwell
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  • Top Contributor ⭐
  • November 11, 2024

Under the little notifications bell?