Dashboard

From the Dashboard you can do the following:

View Open Surcharge Filings
Invite a User
Delete a User

View Open Surcharge Filings

Use the following steps to view open surcharge filings.

Log in to the COTFA application.

Select Dashboard from the navigation panel. Open Surcharge Filings are listed below company information.

Select View Invoices to the right of the surcharge filing for which you would like to view the invoices.

The invoices for the selected surcharge filing period are displayed with the following:

ID number
Month and year
Invoice type
Amount
Remaining
Status

Invite a User

Users are individuals with access to the COTFA application. Invite a user to request someone create a COTFA application account. Use the following steps to invite a user.

Log in to the COTFA application.
Select Dashboard from the navigation panel.

Select Invite User. The Invite User pop-up window appears.

Enter the email of the individual you want to invite. An email invitation will be sent to the email address you added.
Select Invite. The message An invitation has been sent to the email provided appears in green and the invited user receives a welcome email.

Delete a User

Delete a user to remove a user’s access to the COTFA application. Use the following steps to delete a user.

Log in to the COTFA application.
Select Dashboard from the navigation panel.

Select the red trashcan to the right of the user you want to delete. The Remove User pop-up window appears.
Select Delete. The message The user has been removed appears in green.