CASSA Knowledge Base

CASSA Knowledge Base

Client Training

Overview of Client Training

A look at the Client Training dashboard.

Last updated on 15 May, 2026

When your Client Training screen loads, you'll see the following:

00_ClientTraining_Overview.jpg

As the numbers show:

  1. The current assigned training grid.

  2. Personal Profile Summary button - already covered.

  3. Email Personal Profile button - also covered earlier.

We cover each of these items in subsequent articles.

Did you find this article helpful?
Previous

My Dashboard

Next

Copyright 2026 | CASSA.io