For the complete documentation index, see llms.txt. This page is also available as Markdown.

Choose your default home page

Personal Settings shows your name and email as read-only; ask a user manager to change them.

Under Home page, choose where Essential opens after you sign in. It defaults to Dashboard when you have reporting access and otherwise to Customers. Choose an available page and select Save.

The same page holds personal Appearance and Calendar preferences. See Choose your appearance and Choose which day starts your week.

Where to find it: Settings -> Personal Settings -> Home page

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