Product Tour
In the upper right hand corner of your dashboard, you'll see a circle icon with either your initial or your avatar (if you've uploaded a unique one). Click on this icon and navigate to Product Tour.
Outline
The Product Tour will guide you through the most important parts of your dashboard, ensuring you know how to navigate between tasks effectively.
Product Tour Sections
Start by clicking on the circle with your initial or picture in the upper right and select Product Tour.
You will be walked through 5 sections:
- Overview
- Management
- Search
- Settings
- Personalize
You are able to go through the Product Tour at any point in time.
Overview
Management
Search
Settings
Personalize
Finalization
Once you finish familiarizing yourself with your new Finpace dashboard, you'll be presented with two options:
- Start using Finpace now
- Go to tutorials & documentation
