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.
- Confirm the selected Account.
- Read the portfolio totals and the time of the latest check.
- Start with the first worklist item.
- Open its destination and verify the affected Website before making a change.
- 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.