📑II. Registry Dashboard
Overview of the registry tools and links
Now that you have successfully onboarded and logged into the registry, use this page to familiarize yourself with the registry layout.
Navigation bar
Some administrative sections of the registry are only available to company representatives while others are available to non-administrative company users. On the left side of the page you will see the main sections of the platform:
Company information: an administrative section for managing your company's details and company representatives
Accounts: an administrative overview of your company's accounts
Colleagues: an administrative table of your company's users
Holdings: where you can manage each account's SAFc holdings
Logs: a table with the complete history of your company, accounts, SAFc, and colleagues
Center of the page
The center of the page displays all relevant tables and information for the section you choose:
Top right corner
On the top right corner you can find three icons:
The bell shows the number of pending actions
The helpdesk tool is for asking questions or reporting problems that you encounter on the platform
The rightmost icon with your initials opens a menu (more below)
Use the help desk tool to report issues and provide feedback on how we can improve the registry!
Initials icon menu
Click your initials to access the following menu items:
Your registry profile settings
A link to the registry Terms & Conditions
A link to the registry User Guide
A link to the billing section (this is only accessible to Company Representatives)
Log out of the registry
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