Dashboards

Each role lands on a portfolio dashboard before opening a client.

Role	Nav title	What it is for
Business Manager	BM Dashboard	Firm-wide client cards, mass upload, jump into a client
Account Manager	AM Dashboard	Assigned clients and their open work
Bookkeeper	BK Dashboard	Assigned clients and enter queues

Cards may show overdue / unpaid / balance style figures. Use them to pick a client, then do real coding in that workspace.

From a client, Dashboard in the Working on block returns you here.