For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/account/open-the-dashboard.md.
  • English

      • How do I get to the Clickmax Dashboard?

      In the main menu, click Dashboards and open the Default dashboard card, the first one in the list. It sums up the account's funnel, sales, opportunities, traffic and automations.

      After you log in, people with access to Max land on the Max chat. If you chose Don't open Max when I sign in (or don't have access to Max), you land straight on Dashboards.

      It is made of widgets you can remove, reorder and resize. See Dashboard and reports.

      If it didn't work

      • Cannot log in? Check you are using the right email address and password for your account.
      • No access to part of the dashboard? It may be a permissions matter, see No permission.
      • Still stuck? See the frequently asked questions.