Skip to content
  • There are no suggestions because the search field is empty.

How to Use the Business Section

The Business section provides a centralized place to view reports, track performance, and access external systems through single sign-on (SSO). It connects to various back-office and reporting tools, allowing you to manage key aspects of your business without leaving the app.

What You Can Access in the Business Section:

  • Commission and earnings reports
  • Performance metrics
  • Recruiting and enrollment data
  • Back-office systems
  • CRM and external applications (via SSO)

How the Business Section is Organized:

  • Content is displayed as banners or tiles
  • Each tile represents a report or external system
  • Scroll up and down to browse available tools and data
  • Tap a tile to open the report or connected system

How to Customize Your View:

  1. Tap the edit icon in the upper right corner
  2. Toggle tiles on or off:
    • Gray indicates the tile is turned off
    • Active tiles will appear in your view
  3. To reorder tiles:
    • Press and hold the tile
    • Drag and drop it into your preferred position
  4. Tap Done to save your changes

How to Refresh Data:

  1. Navigate to the Business section
  2. Pull down on the screen
  3. Release to refresh

How It Works:

  • Data is pulled from integrated back-end systems
  • SSO allows you to access external tools without logging in separately
  • Updates depend on system sync and refresh actions

What to Do Next:
Customize your Business section to prioritize the reports and tools you use most frequently.

Common Issues:

Data appears outdated

  • Pull to refresh to load the latest information

Missing reports or tiles

  • Check if the tile is turned off in the edit view

Data not updating after refresh

  • Wait for the system to sync with the latest data feed

Unable to access external tools

  • Confirm your account has access permissions

Best Practices:

  • Refresh regularly to ensure data accuracy
  • Keep important reports at the top of your view
  • Turn off unused tiles to reduce clutter
  • Use the Business section as your primary hub for performance tracking and reporting