ManageCasa Dashboard: Your Command Center

ManageCasa makes it simple for administrators to oversee financials, tasks, and communications through the Dashboard. Serving as your command center, it provides a real-time snapshot of operations and allows full customization to fit governance and reporting needs. 

What is the Dashboard?

The Dashboard is the first screen you see when logging into ManageCasa. It consolidates key information into one view, including:

• Income and Expenses — Track financial performance
• Past Due Transactions — Monitor overdue payments
• Accounts Payable and Receivable — Stay on top of obligations
• Payouts — Review disbursements
• Task Overview — Manage outstanding tasks
• Messages — Access your communication inbox

Customizing the Dashboard

Admins have full control over dashboard layout and widgets. You can:

• Move widgets to prioritize what matters most
• Remove widgets you don’t need
• Create default views for specific user roles
• Build unique configurations for individual contacts

This flexibility ensures each user sees the information most relevant to them.

Accessing Customization Tools

To configure dashboard views:

1. Click More Features in the navigation.
2. Scroll down and select Control Portal.
3. Adjust widgets and views from there.

Note: Control Portal access is restricted to administrators.

For a detailed walkthrough, see: 
Using the Control Portal to Customize User Access & Experience

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!