The red dot is indicating that you have new accounts that need to be manually assigned.
StratiFi can be configured to get data from different places. If you have set up an integration to bring over only account data, or if your data source only provides account data, then our platform will not know how to assign the accounts to the various client records. In cases such as this, when new account data comes in, a red dot will be placed beside Settings letting you know that new data is in the system. These new accounts will need to be manually assigned to client records.
When you expand Settings, you will see a red dot beside Accounts; this is where the account data is displayed.
When you click on the Accounts menu item, you will be shown how many new accounts have come in as well as all the other existing account data coming in from the integration. Unassigned accounts are normally placed at the top of the accounts list. To assign an account to a record, you just need to search for the client record in the search field under the Client column.
If an account belongs to a new client, you would first need to create the client record in the Clients section and then come back into the Accounts section and search for it.