Tutorials

Preview the Uncat dashboard as your client

Click the View as Client button to preview what your client will see when they visit their Uncat dashboard.

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Transcript

Hi there. This is a quick video showing you how to preview Uncat as your client. So when you're on the dashboard, looking at your client transactions, simply scroll down and click this button called view as client.
And that's just going to load a preview screen. You can't interact with this screen, but you can see what it will look like when your client clicks to log into the dashboard and Uncat.
So here you'll see the transaction rows and you'll see this client is being asked to provide a description and also optionally.
They can upload a receipt or other attachment, and they can click this button to chat, to ask questions or add comments to you that you can reply to from your dashboard.
So easy. This is a view of the client dashboard. And when you want to go back to your dashboard, just click the back button to go back to your primary dashboard.
And that's it. Thanks for watching.