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Homepage - Service Team

Here in your BerniePortal homepage, you’ll be able to perform day-to-day tasks and see overviews of client information. Different panels and sidebars contain pertinent information regarding client activity in BerniePortal. You’ll also be able to perform quick tasks.


Choose a Dashboard related item to learn more:


Information about client renewals

Performing tasks in your homepage

Birthday and work anniversary remindres


Or jump to one of this feature’s FAQs:


- How do I create and assign a task?

- How do I customize my homepage?


Return to Service Team help

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