When you login, you will see one of the following depending on your account type:
A summary of all of your clients
A focused view of your data
At the top left of the dashboard there is a small double arrow >>. This opens the sidebar for navigation around the admin.
The sidebar is split into 3 sections:
Contains all links and settings for your company.
Contains the various features for each specific client.
Note: this section is only visible when viewing a specific client, or if the account is a SFO.
Contains links to allow you to Edit your Profile, contact Support, or Sign out
The Options Menu in the top right corner gives you quick access to key actions related to the current view. It keeps useful tools just one click away, without cluttering the main interface.
Change the current portfolio to any portfolio that you have access to. Other panels and data throughout the platform are relative to the selected portfolio.