AUDIENCE: Members

TOPIC: Customize your virtuoso.com dashboard

MY DASHBOARD HIGHLIGHTS• My Dashboard is a place for you to find the tools and information you use most in one organized place

• My Dashboard allows you to customize what information is displayed and where it is displayed

• My Dashboard can act as your homepage, taking you to it every time you log in to virtuoso.com.

ACCESS

Upon logging into virtuoso.com, you will be directed to the My Dashboard page. The very first time, a tutorial will appear that gives an overview of how to organize your dashboard to your liking.

My Dashboard – Member User Guide

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VIRTUOSO.COM USER GUIDE

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CUSTOMIZING YOUR DASHBOARD

My Dashboard is yours to customize! Only you can see and customize your personal dashboard. By default a few modules were selected based on your user type, but customization is only a few clicks away!

EDITING YOUR LAYOUT

To reorder or remove modules from your dashboard click My Dashboard Settings and click the Edit Layout setting.

In Edit Mode you will see Cancel and Save buttons appear on the toolbar. Some informational text appears at the top of the page and all the modules on the page will grey out and display a move icon. Some modules will also have an X in the upper right corner for removal.

MOVING MODULES

To move a module to another location on your dashboard, simply click on the module you would like to move and drag it to its new location on the page. You may move any of the modules on the page to the location that is most efficient for you.

REMOVING MODULES

To remove a module from your dashboard, simply click the X in the upper right corner of the module. The Virtuoso Focus and Virtuoso Events modules cannot be removed.

Make sure to click the Save button in the toolbar to implement your changes!

You can re-add any modules you have removed at any time by using the Add Module setting.

ADDING MODULES

To see which modules are available and add the ones you like to your dashboard, click My Dashboard Settings and click the Add Module setting.

A pop-up will appear with a list of the modules that are available and a quick description of what the module displays.

Click one or more modules to add to your dashboard and click the Add button at the bottom of the pop-up. The pop-up will close and your screen will scroll to the newly added modules on your dashboard.

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In order to re-arrange your newly added modules on the page, click Edit Layout under My Dashboard Settings.

AVAILABLE MODULES

The following modules are currently available on your dashboard. New modules will be added in the future!

• Quick Links

o Quick Links is a place to add links to and organize the pages you visit most frequently. A few links are displayed by default, but you may change those at any time. See more details below.

• News from the Network

o News from the Network displays the latest news articles that have been posted. All types of articles are displaying by default, but you may customize the types of articles you would like to see. See more details below.

• Virtuoso Focus

o Virtuoso Focus displays updates and news from Virtuoso that is valuable to the membership, including the content from our Virtuoso Focus emails.

• Virtuoso Events

o Virtuoso Events displays the two next Virtuoso Travel Week tours (by date) and the two next other events, such as Symposium or Virtuoso Travel Week. The module also displays your registration status for each event.

• New Member Agencies

o New Member Agencies displays the 3 agencies most recently added to our network

o If the agency’s profile is visible to all users, the agency name will link to their profile on virtuoso.com

• New Preferred Partners

o New Preferred Partners displays the 3 suppliers most recently added to our network

o If the supplier’s profile is visible to users of their region, the company name will link to their profile on virtuoso.com

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• Travel Advisories

o Travel Advisories displays news articles that Virtuoso has tagged as an important travel notification for you and your clients

• My Fiscal Year Goal Progress

o My Fiscal Year Goal Progress is only available for users who have access to Premium Reports and have a revenue goal set in the Fiscal Year Tracking premium report.

o The module displays a graphic of how you are tracking against that revenue goal.

• Featured Training

o Featured Training displays webinars and training courses hand-selected by Virtuoso’s Professional Development as a hot topic or important subject you might want to learn more about

o Clicking the title of a course will direct you to the Virtuoso Travel Academy page where you can participate

• Virtuoso Social Media

o Virtuoso Social Media displays a feed of Virtuoso’s Facebook, Instagram, and Twitter posts. The module also includes icon links to all of Virtuoso’s social media pages and displays our hashtag, #virtuosotravel

• Virtuoso Connections

o Virtuoso Connections pulls in the featured offers from Virtuoso’s Preferred Partners from the Virtuoso Connections newsletter

o Clicking on an offer will take you to the source page on virtuoso.com for more information on how to take advantage of these offers

• Promotions Expiring Soon

o Promotions Expiring Soon shows you just that, the 5 promotions that are expiring from virtuoso.com the soonest

• My Communities

o View which Virtuoso Communities you are a member of and learn more about the Communities available to join

EDITABLE MODULES

Some of the available modules have additional customization that applies specifically to the content displayed within the individual module. Those modules are identified by the pencil icon next to the module’s title while in view mode. If you are in Edit Layout mode, the pencils will not appear.

Clicking the pencil icon allows you to enter edit mode for that module.

QUICK LINKS

There are several predefined links available to choose from in the Quick Links module, including all the product catalogs, links specific only to members, and some links available only to users with specific security roles. To get started, click the pencil icon.

To display a link in view mode, just check the checkbox next to the link name. To hide a link from your quick links in view mode, just uncheck that checkbox.

In addition to the predefined links, you have the ability to add your own custom links by clicking the Add Your Own link at the bottom of the list.

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Simply enter the name you would like to give your link and the URL. These links can be internal to virtuoso.com or external to any site that you access frequently, such as Gmail. You may add as many links as you like and you may add multiple custom links at a time.

To remove a custom link from view mode, just uncheck the checkbox next to its link name. To remove a custom link from your list entirely, click the red X to the right of the link name.

You may also change the order that your quick links display in. Click on the link you would like to move up or down in the list and drag it up or down to reorder how the quick links display in view mode.

Make sure to click Save to keep your changes!

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PUSH QUICK LINKS TO YOUR STAFF (LEADS ONLY)

Lead users now can create custom quick links and push those links to their staff’s Quick Link module on their Dashboard.

While in Edit mode, click the Add your Own link and select between your available link types:

• Personal – just for personal dashboard (does not get pushed to staff’s dashboard)

• Branch – push this custom to link to your staff (all users associated to your company)

• FOR COMPANY-LEAD USERS ONLY: Parent Company - push this custom to link to all staff (all users associated to your company and all of its branches)

To make sure your Independent Contractors also receive your custom link, make sure the Independent Contractors checkbox is checked.

Enter your URL and Link Name, click Save, and your link will be pushed to all applicable staff’s Quick Links modules on their Dashboard.

Those links will appear un-editable to Agency-Staff users (Leads may edit the URL and Link Name at any time) and displayed to them by default.

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NEWS FROM THE NETWORK

To filter down or limit the types of news articles that display in your News from the Network module, click the pencil icon next to the module name.

The following News Feed Identifiers will appear and all be checked by default:

• Virtuoso

o Connections

• Virtuoso’s Connections newsletter

o Featured Article

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• Virtuoso promoted articles

o Virtuoso

• All Virtuoso authored articles

• Suppliers

o Air

• News specific to Air products

o Alliances

• News specific to our Alliance offerings

o Company News

• General news about a company

o Cruises

• News specific to Cruise products

o Hotels

• News specific to Hotel products

o Services

• News specific to Service products

o Tours

• News specific to Tour products

• Communities

o VAST

• News specific to the VAST community

o Wellness

• News specific to the Wellness community

o Virtuoso Voyages

• News specific to the Virtuoso Voyages community

You may uncheck or check as many identifiers as you wish to make sure you are seeing the news that is relevant to you.

Make sure to hit Save to keep your changes!

By default, My Dashboard is set to act as your homepage every time you log in to virtuoso.com. To access the regular homepage at any time, you can simply click the Virtuoso logo on virtuoso.com’s header.

If you would prefer not to be taken to My Dashboard upon login, there is a checkbox in the My Dashboard Settings toolbar that you may uncheck.

For access to My Dashboard while browsing other pages on virtuoso.com, there is a dropdown link in your personal menu, similar to My Profile.

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