In all portals, users will find this general layout
Main Menu
Depending on the user role and the type of portal you are accessing, the options in the main menu will change.
Enterprise Portal
Administrator users will get:
- Advisor List
- Client List
- Users
- Packages
- Corporate Vault
- Distributed Documents
- Checklist
Representative users will see:
- Advisor List
- Checklist
Administrative Portal
Administrator users will get:
- Client List
- Users
- Packages
- Corporate Vault
- Distributed Documents
- Checklist
- Trusted Access(*For multitier clients only)
Representative users will see:
- Client List
- Checklist
Client Portal
Vault owners / Managers users will see:
- Company tab
- All Documents
- Unfiled
- Shared
- Deleted
- Reminders
- Contacts
- Checklist *
Trusted Advisors users will see:
- Company tab
- All Documents *
- Unfiled*
- Shared
- Deleted*
- Reminders*
- Contacts*
- Checklist *
Center area
Administrative Portal
Depending on the tab you select in the main menu different fields and tables will be displayed.
Client Portal
Depending on the tab you select in the main menu different fields and tables will be displayed. In this section, the folder and documents will be displayed.
Top ribbon
Administrative Portal
You will find your name and your role. When users click there they can go to their Account Settings, Log out or switch between accounts and other vaults.
Client Portal
You will find the Search button, Open documents, see the notification, and your name. When users click on the name, they can go to their Account Settings, Log out, or switch between accounts and other access.
Sub-menu
This sub-menu will change depending on the area you selected on the main menu. It will normally display the Actions that you can perform.
