In all portals, users will find this general layout:

• Main Menu
  • Enterprise Portal
  • Administrative Portal
  • Client Portal
• Center Area
  • Administrative Portal
  • Client Portal
• Top Ribbon
  • Administrative Portal
  • Client Portal
• Sub-Menu
• Help & Support

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 see:

1. Advisor List
2. Client List
3. Users
4. Packages
5. Corporate Vault
6. Distributed Documents
7. Checklist

Representative users will see:   

1. Advisor List
2. Checklist

Administrative portal

Administrator users will see:

1. Client List
2. Users
3. Packages
4. Corporate Vault
5. Distributed Documents
6. Checklist
7. Trusted Access(*For multitier clients only)

Representative users will see:   

1. Client List
2. Checklist

Client Portal

Vault owners / Managers users will see:   

1. Company tab
2. All Documents
3. Unfiled
4. Shared
5. Deleted
6. Reminders
7. Contacts
8. Checklist*

Trusted Advisors users will see:   

1. Company tab
2. All Documents *
3. Unfiled*
4. Shared
5. Deleted*
6. Reminders*
7. Contacts*
8. Checklist*

*Depending on their permissions.

Center Area

Administrative portal

Depending on the tab you select in the Main Menu different fields and tables will be displayed.

Client portal Vault

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, change appearance or switch between accounts and other Vaults you may have access.

Client portal Vault

Vault owners that access a Vault will find the Search bar, Opened Documents and check their notification, or have quick actions on the + button to upload files, create folders or contacts. When users click on the name of the Vault, they can go to the Account Settings, Log out, change Appearance or switch between other Vaults they may have access.

If an Administrative User or Collaborator access a Vault, a top banner will show what Vault they are accessing and their role will be displayed under the Vault name. To manage their our Account Setting they will need to go back to their Portal (top-left corner)

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. 

Help & Support

Located on the Main Menu of all the Vaults and portals.

1. What's new on the system
2. Tour
3. FAQ
4. Feedback
5. Get Help