Welcome to BizDue: a quick tour

BizDue gives your organization its own private workspace. Everything your team adds (customers, leads, files, bills and payments) is visible only inside your organization.

The screen at a glance

How the sidebar is organised

1. Dashboard is always at the top.
2. Business panels (for example Lending, Insurance, Trading or Accounting) group the pages for one line of business. Pick a panel to show its pages.
3. Workspace holds the pages every panel shares: Customers, Documents, Document Requests, Reminders and Reports.
4. Administration is for organization admins: Staff, Subscription & Billing, Wallet, Roles, Permissions, Activity Logs and Settings.
5. Account holds Notifications, Help & Support and your Profile.

Note: You only see the pages your role allows and the modules your plan includes. If a colleague sees a page you don't, ask your organization admin to check your role.

Lists work the same everywhere

Every list (customers, leads, bills, tickets and so on) has the same tools:

• Search box for names, numbers and references.
• Filters to narrow the list. Filters update the list without reloading the page.
• Column headers you can click to sort.
• Columns menu to show or hide columns. Your choice is remembered on this device.

Next steps

• Open your dashboard to see today's numbers.
• Read Switching business panels if your organization uses more than one line of business.
• Can't find something? Use the search box at the top of the Help Center, or raise a support ticket.