Getting the most from your dashboard

Getting started

Review our dashboard demo.

Once in Dashboard you have Workflow and Notification options.

Managing your Workflow

Workflow shows you all of your work in progress.

There are Key Headline filters above the Workflow list. The default setting shows Quotes to Complete, New Business to Complete and Transfers in Progress.

You can personalise your headline list by either clicking in to the Create Filter option, or the pencil icon on your existing Header filters.


You also have the Workflow table filter to enable you to find items without having to create a permanent Filter link.

Transfer tracking

It is easy to keep track of all transfers into abrdn from the Transfers in Progress filter in your Workflow.

Once in a Transfer in progress, expand the + option on the left-hand side and you will see a Summary progress bar.

Click the Quick Actions three dots to view further detail on the progress of this if required.

You can also view your Transfer business by using the dynamic menu on the top right of the screen.

Go to Tracking > Orders > Transfer / re-registrations.

Setting up your notifications

The default view is a sub-set of all notifications. There are 3 types of notification:

There are three functions on this screen:

Add a New Notification at either Adviser or Firm level

Amend your Existing Notification Preferences

Set an Email Notifications option to receive a scheduled email of your unread notifications

Adding a new notification at adviser level

This is where you can reset any default notifications that have been previously removed. Adviser level notifications can be set up by all individuals.

Adding a new notification at firm level

Firm level notifications are set up by users with admin access.

Select the Category of Alert that you wish to add and the specific Notification within that Category.

Select Firm as the Notification Level.

All Users will receive these Notifications for their permissioned Advisers and the Notification level will show as “All Advisers”.

Amending your existing notification preferences

This is where you are able to manage the Non-Mandatory Notifications to your own Preferences. The default setting is to receive all notifications. Each notification has been grouped into Categories.

Click the plus sign to expand the notification type under each heading.

Remove All will have boxes to select the non-mandatory alerts that you are able to remove.

Notification explains the reason for the alert.

Notification level indicates if the alert is mandatory and if non- mandatory the adviser(s) it has been set up for. The non- mandatory alert will show as “All Advisers” if it has been set up at Firm level.

If it has been set up at Individual user level then it will show the Adviser name or if more than one adviser has been selected this will show as “Multiple Advisers”.

Type (Note: this is currently showing as alert but we plan to name this type) indicates if you have an action, or if it is an information alert.

Once you have made your amendments you click the black Remove Notification button.

You also have the option to delete any Non – Mandatory Firm Level Notifications.

Email Notifications

We confirm your email address for important mandatory notifications, and you have the option to receive a summary of unread notifications.

The individual user’s email will be default email address. You can add an additional 2 email addresses to receive these.

All users will receive the mandatory notifications via email. You can opt out of receiving the email summary of unread notifications by choosing Never on the Frequency dropdown menu.

Checking your Notifications

To find Notifications go to Dashboard > notifications

There are filters along the top similar to the Workflow screen. The default filters are Fees and Charges and Trading and Transfers.

You can personalise your Headline list by using Create Filter, or the Pencil Icon on the existing Headline filters.

You also have the Notifications Table filter to enable you to find items without creating a permanent Filter link.

The red indicator on the bell icon shows you have a new notification.

You can expand the notification by clicking in to the plus sign on the left- hand side.

You can flag items for follow up and there is a tick box to Mark items that you have read.

There is also a button that allows you to just show the Notifications where action is required.