Understanding the General Layout of the Administrative Portal and Client Vault

Modified on: Wed, 4 Dec, 2024 at 4:15 PM


At FutureVault, our 2-tier, 3-tier, and 4-tier portals are designed with an Administrative Portal that connects seamlessly to various types of vaults. Our system prioritizes intuitive navigation and efficient management of documents, users, and processes. Here’s a detailed guide to the general layout across different portal types and user roles.

General Layout Overview

All portals and vaults share a consistent structure to ensure ease of use:

Main Menu (Left Sidebar)

  • Collapsible Design: The menu can be collapsed or expanded, providing quick access to key sections of the portal or vault.
  • Dynamic Options: Options vary based on the portal type, user role, and features enabled in your portal.
  • When navigating within a vault, the menu dynamically updates to display vault-specific options.

Center Area

  • The Center Area adapts to the selected tab from the Main Menu, offering relevant information and functionality:
  • Actionable Sub-Menu: Includes action buttons and tools tailored to the selected area.
  • Interactive Panels: Users can open a right-side panel for filters and additional features.

Top Ribbon & Top Bar

These elements provide navigation and action tools for enhanced user experience:

Top Ribbon

Inside a Vault:

  • Search functionality
  • Open documents
  • Bell notifications
  • Quick actions (+ button) for uploads, folder creation, and adding contacts
  • Access to account settings and the settings menu (logout, preference, Switch Account access)

In the Administrative Portal:

  • Access to account settings and the settings menu (logout, preference, Switch Account access)

Top Bar

  • Appears only when users are navigating within a vault.
  • Helps identify the vault’s name and location and navigate to the previous or next vault.
  • Includes a navigation link to return to the main portal.


Main Menu based on Portal Type

2-Tier Portal Main Menu for an Administrator Users

Professional - 2Tier - User can access Corporate Vault and Client's vaults

3-Tier Portal Main Menu for a Head Office Administrator Users

Enterprise Plus - 3Tier - User can access Corporate Vault, Head Office and Client's vaults.

4-Tier Administrator Users

Enterprise Pro - 4Tier - User can access Corporate Vault and all Affiliated Portals in FutureVault


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