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Review the Account Dashboard

Open Account → Dashboard after selecting the Account you intend to review.

The summary cards report portfolio totals. The sentence below them is the current Account verdict. When TMXIO finds work that needs a person, the ordered worklist links to the affected Website or Account destination.

  1. Confirm the selected Account.
  2. Read the portfolio totals and the time of the latest check.
  3. Start with the first worklist item.
  4. Open its destination and verify the affected Website before making a change.
  5. Return to the Dashboard to continue with the next item.

An empty worklist is the all-clear state. A loading or API error is not an all-clear result; retry the request before treating the Account as healthy.