Getting Started

Welcome to Pantheon App

Get started with Pantheon App, your all-in-one platform for managing your agency's operations, teams, and client relationships.

Quick Start Guide

1. Signing In

Access Pantheon App through your web browser:

  1. Visit app.pantheonvista.com (opens in a new tab)
  2. Enter your email and password
  3. Click "Sign In"

Login Page

2. Dashboard Overview

Your dashboard is designed to give you quick access to everything you need:

Left Sidebar

  • Teams
  • Clients
  • Leads
  • Projects
  • Reports
  • Settings

Top Navigation

  • 🔔 Notifications
  • ⚡ Quick Actions
  • 📱 Mobile PIN
  • 🌙 Dark/Light Mode

Dashboard Overview

Stay Updated with Notifications

Your notification center keeps you informed about important updates:

Types of Notifications

  • 🎯 New lead assignments
  • 📊 Performance target updates
  • 👥 Team activities
  • 📅 Task reminders
  • 📈 Goal achievements

Smart Notifications

  • Real-time updates
  • Priority-based alerts
  • Click to take action
  • Mark as read/unread
  • Clear all option

Quick Actions

3. Essential Features

For Team Members

  • View your tasks and performance
  • Track leads and clients
  • Generate reports
  • Manage your profile

For Team Managers

  • Monitor team performance
  • Manage team tasks
  • Handle client relationships
  • Track team goals

For Admins

  • Manage team structures
  • Handle agency settings
  • Monitor overall performance
  • Manage integrations

Getting Around

Profile Setup

  1. Click your profile picture in the top right
  2. Select "Account Settings"
  3. Complete your profile information:
    • Personal details
    • Contact information
    • Profile picture (optional)

Account Settings

Mobile Access

  • Get your Mobile PIN from the top navigation
  • Download our mobile app
  • Use your email and PIN to sign in

Tips & Tricks

💡 Pro Tips:

  • Use the collapse button on the sidebar for more space Collapse Menu
  • Click the "+" button for quick actions
  • Hover over icons for helpful tooltips

Need Help?

  • Check the Features Guide for detailed information
  • Explore Module Guides for specific features
  • Contact your team manager for role-specific questions

Note: Screenshots are placeholders. Your actual interface may vary slightly based on your role and permissions.