# Console Screen Guide

## **Home Screen**

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The home screen of DFINERY CRM is the home dashboard.&#x20;

The home dashboard is the first page you see when you log in.

{% hint style="info" %}
**Reference**

* You can enter the analysis period in the upper right corner of the Home Dashboard area.
* You can also check the status of consent to receive advertising marketing separately by clicking the button at the top right of the home dashboard area.
* Customization is not possible.
  {% endhint %}

For more information about the Home Dashboard, please see [the Home Dashboard documentation (Link) .](https://docs.dfinery.ai/user-guide/en/undefined-1/home-dashboard)

## **Organization and Account Management**

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<figure><img src="https://content.gitbook.com/content/KGOeGww72vu5In7SeJ8c/blobs/eLXQkNzt7VJUWH6fuSmZ/image.png" alt=""><figcaption></figcaption></figure>

This tab allows you to manage your organization and your account.

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**Reference**

* The Organization List tab allows you to invite accounts to your organization and set permissions for each account.
* In the Account Management tab, you can change your basic information and password. You can also set up two-step authentication.
  {% endhint %}

## **Service Management**

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Clicking the button with the service name at the top of the left menu bar will take you to the page where you can manage the service.&#x20;

You can add a new service by clicking the '+ Add Service' button.

## **Menu Access**

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When you place the cursor over each function area in the left menu bar, a detailed menu bar will appear on the right.

## **Guide / Terms and Privacy**

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You can open the User Guide, Developer Guide, Terms & Privacy pages by clicking the question mark button in the upper right corner.

## **Table of features provided**

<table><thead><tr><th width="125">Menu name</th><th width="357">Explanation</th><th>Go to guide</th></tr></thead><tbody><tr><td>Analyze</td><td>The home dashboard provides a quick overview of key indicators related to the overall service status. In the report, you can set the desired conditions to check the specific indicators you want to analyze.</td><td><a href="https://docs.dfinery.ai/user-guide/en/undefined-1/home-dashboard">Home Dashboard </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-1/report">Reports</a></td></tr><tr><td>Action</td><td>This menu allows you to run CRM campaigns directly towards customers through push messages, KakaoTalk, text messages, pop-ups, etc.</td><td><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/push-message">Push message</a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/kakao-talk">KakaoTalk </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/text-message">text message </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/on-site-campaign/in-app-message/create-in-app-message">In-app message</a></td></tr><tr><td>Customer</td><td>This menu supports the ability to create audiences to be used for campaigns or analysis, and the ability to check information about individual customers.</td><td><a href="https://docs.dfinery.ai/user-guide/en/undefined-3/user-profile-360">User Profile 360 </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-3/audience">​​Audience</a></td></tr><tr><td>Additional settings</td><td>This menu supports presets required to utilize various functions within the Action menu.</td><td><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/push-message/setting">Setting up </a><a href="https://docs.dfinery.ai/user-guide/en/undefined/event-and-property">event and attribute linkage push </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/kakao-talk/setting-profile">Setting up KakaoTalk sender profile </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/kakao-talk/alim-talk/template">Creating KakaoTalk template </a><a href="https://docs.dfinery.ai/user-guide/en/undefined-2/off-site-campaign/text-message/setting-profile">Setting up text</a></td></tr></tbody></table>