# Dashboard by role

> See what Accounting, Manager, and Agent users do on the Dashboard.

Language: en-US. Product guide: https://agencymesh.com/help/dashboard-by-role/.

Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Dashboard](https://app.agencymesh.app/). **Action Items** is at the top; **Communications** and **Daily Leaderboard** are below. Choose your role to see what each area is for. Extra roles can add tabs. Use the building icon in the top bar to choose **Phone / Office**.

<span id="dashboard-role-accounting"></span>

## Accounting

Collect missing deposit receipts and assign shared transactions to offices.

1. Start with **Action Items > Bank Deposits**. Click **Upload** beside the office and date that need a receipt. [Upload steps](/help/bank-deposits/).
2. Open **Transactions**. Find the record, click **Assign**, then search under **Find an office**. Selecting an office saves the assignment at once.

| Item | Guidance |
| --- | --- |
| **Bank Deposits** | Shows missing receipts for the last seven Monday–Saturday dates, starting yesterday. Use the selected office or All Offices to focus the list. |
| **Transactions** | Shows shared carrier and merchant records awaiting an office assignment from the last 60 days. This list covers the company, regardless of Phone / Office. You can assign records only to your active assigned offices. |
| **Summary** | Shows the state of each available queue. Click **Open** beside a queue. All clear means that queue has no remaining work in its scope. |
| **Communications** | Use **Directory > Carriers / Offices** for contacts and **Two Factor Codes** for sign-in codes. Live calls and customer tools need Agent, Manager, or Administrator access. **Directory > Team** lists personal accounts, office information, and Active/Away/Not active status when enabled. [Find a teammate](/help/dashboard/#dashboard-directory-team). |
| **Daily Leaderboard** | Office Goals and activity tabs give a progress overview. Use [transaction reports](/help/transaction-reporting-files/) for transaction totals and files. |

In Transactions, **Deleted** immediately marks a record deleted and removes it from this queue. It does not void or refund a payment. Use it only when the record should be excluded.

<span id="dashboard-role-manager"></span>

## Manager

Set missing monthly goals, review team progress, and help clear daily work.

1. Open **Action Items > Goals**. Beside an office with missing targets, click **Set Goals**. Enter the amounts and optional **Notes**, then **Save Goals**.
2. Use **Daily Leaderboard > Office Goals** or **Agent Goals** to see progress. Open a customer queue under **Action Items** when your team needs help.

| Item | Guidance |
| --- | --- |
| **Goals** in Action Items | Finds offices missing goals for the current month. Office and Month are fixed in the form. Its progress bar counts offices with goals saved, not sales progress. [Goal setup](/help/goal-management/). |
| **Bank Deposits and customer queues** | Managers can use the Agent tools listed below: Missed Calls, Quotes, To-Do Calls, Leads, and Summary. **Mark as spam** in Missed Calls removes a spam item after confirmation. |
| **Daily Leaderboard** | Office Goals and Agent Goals show monthly progress. Outbound Calls, Quotes, and To-Do Calls show activity. In Quotes, **Worked Today** tracks follow-up; **Sold / Rewrite** adds the manager view of outcomes. |
| **Communications** | Follow Active Calls, find contacts in Directory, manage E-Signs, send an attachment with Send MMS, or copy Two Factor Codes. **Directory > Team** lists personal accounts, office information, and Active/Away/Not active status when enabled. [Find a teammate](/help/dashboard/#dashboard-directory-team). |

Manager access includes Agent tools. It does not grant every office or the Transactions assignment tab; that tab needs Accounting or Administrator. Your office assignments still set your access.

<span id="dashboard-role-agent"></span>

## Agent

Contact customers, save follow-up results, and track your progress.

1. Choose your office and calling phone in **Phone / Office**. An Agent account uses its assigned phone; an Office account chooses a phone below the office. **All Offices** selects no calling phone.
2. Under **Action Items**, open a customer queue. In Quotes, To-Do Calls, or Leads, **Script** provides call or SMS wording. Contact the customer, then save **Contact Today** or **Status**. [Full daily steps](/help/dashboard/).

| Item | Guidance |
| --- | --- |
| **Missed Calls** | Return calls that need follow-up. Recorded answered or outgoing contact clears the item. |
| **Quotes** | Follow up on open quotes. **View** opens details; **Contact Today** saves the result. Eligible open quotes can return the next day. Sold, Rewrite, or DNC ends follow-up. |
| **To-Do Calls / Leads** | Work policy follow-ups or new leads, then choose **Status**. Any lead status except None removes it from the open lead queue. |
| **Bank Deposits / Summary** | Upload missing office receipts. Summary shows progress and links to each available queue. |
| **Communications** | Use Active Calls to follow calls and write a **Report**. Directory finds contacts; E-Signs manages standalone signing requests; Send MMS sends an attachment; Two Factor Codes provides sign-in codes. Standalone E-Sign is separate from multi-step Workflows. **Directory > Team** lists personal accounts, office information, and Active/Away/Not active status when enabled. [Find a teammate](/help/dashboard/#dashboard-directory-team). |
| **Daily Leaderboard** | Agent Goals shows your monthly progress. Office Goals and the Outbound Calls, Quotes, and To-Do Calls tabs show office progress and activity. |

**Called** and **Sent SMS** save an outcome; they do not place a call or send a message.

The **Agent role** grants tools. The **Agent account type** controls work sharing: active agents split eligible queues, while Office accounts see the office’s full queue. [Zone Shift](/help/dashboard/#dashboard-refresh-and-scope) can add zone work after your office clears that same queue.

On a shared Office account, set **User menu > Agent name for scripts** and **Save name** to personalize scripts. **Status feedback > Quiet** hides encouragement and celebrations. [User preferences](/help/user-preferences/).

## Related guides

- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [Get the right access](https://agencymesh.com/help/roles-and-permissions.md)
- [Upload a bank deposit](https://agencymesh.com/help/bank-deposits.md)
- [Set monthly goals](https://agencymesh.com/help/goal-management.md)
- [Set your script name and status feedback](https://agencymesh.com/help/user-preferences.md)