Navigation (Clients)

There are a few different ways to navigate through your portal. Many of the navigational areas can be accessed from the Dashboard, which acts as a home page to your portal. 

Dashboard

The Dashboard is made up of the following areas:

• Control Menu
• Settings
• Left Menu
• Quick Tiles
• Dashboard Views

Each internal page also has Breadcrumbs which show you where you are in relation to other pages in the portal.

Control Menu

The Control Menu is located at the top right corner of the Dashboard. 

Settings

You can update your profile information by clicking on the Settings icon in the Control Menu.

Left Menu 

The left menu is one of your main navigational tools in your portal. Select the caret to expand a section and the caret to collapse a section.

The entire left menu can be collapsed or expanded by clicking on the icon located at the top left corner of the dashboard.

Breadcrumbs

Breadcrumbs show you where you are in relation to other pages in your portal. You can use the links in the Breadcrumbs to go back to previous pages you may have navigated through to get to the page you are on currently. 

Quick Tiles

Quick Tiles are navigational shortcuts that allow you to navigate to specific parts of your portal with a single click. 

Dashboard View

This area allows you to view and click on all the sections that are also found on the Left Menu.