Topics in this article:
Admin Perspective
Agent Perspective
Client Perspective
Use the table of contents on the right side of the screen to jump to a particular topic.
Admin Perspective
Use the links below to learn more about different parts of the Dashboard:
A) Sidebar Collapse icon
Click this icon to hide the sidebar on the left side of the screen.
B) Team drop-down
If you belong to multiple teams, click this drop-down to search for and select a different team's Client Portal.
C) Roadmap Builder
Click here to open the Roadmap Builder, which lets you build roadmap templates that you can then apply to your clients.
📖 If you need help building your roadmap templates, check out this article in the Knowledge Base.
D) Message Center
This opens the Message Center, which shows all direct messages and comments available to the agent.
E) Admin
Documents: This is where you can set up folders for documents in Client Portal.
Team Notifications: Here, you can disable the step notifications or daily task reminders for the entire team.
📖 For help setting up folders, check out this article in the Knowledge Base.
F) Helpful Resources
Click here to view the full collection of Client Portal articles in the Knowledge Base.
G) Sidebar Collapse icon
Click this icon to hide the sidebar on the left side of the screen.
H) Transactions section
This section contains all the transactions from your Transactions screen in Sisu. This section allows you to search for transactions and then assign roadmap templates to them.
📖 For help assigning roadmap templates to a transaction, check out the section Assigning a Roadmap Template Using Client Portal from the article called Assigning a Roadmap Template to a Transaction found in our Knowledge Base.
I) Contact Search bar
Use the search bar to search for and select a contact. When you click on a contact, you'll open their transaction. You'll be able to see the client's transaction information, roadmaps, documents, and comments.
J) Recently Viewed Transaction section
After you click on a transaction in Client Portal, it will appear in the Recently Viewed Transaction section the next time you view the Dashboard.
K) Settings icon
Click this icon to adjust the appearance of Client Portal in the following ways:
Change the size of the features
Change the size of the font
Choose between Light Mode and Dark Mode
L) Notifications panel
This allows you to see all the threads where you've been @mentioned, and you can reply to these threads directly from the panel. You can access your Message Center by clicking the open envelope icon in the top-right corner of the panel, and you can send a direct message to another user.
M) Account profile icon
When you click the account profile icon, you see the option to either adjust your personal notification settings or log out of Client Portal. If you turn off roadmap step notifications or daily task reminders here, only your personal account is affected (as opposed to the entire team).
Agent Perspective
Use the links below to learn more about different parts of the Dashboard:
A) Sidebar Collapse icon
Click this icon to hide the sidebar on the left side of the screen.
B) Team Drop-down
If you belong to multiple teams (e.g., a Sisu team and a Sisu Recruiting team), click this drop-down to select a different team's Client Portal.
C) Message Center
This opens the Message Center, which shows all direct messages and comments available to the agent.
D) Helpful Resources
Click here to view the full collection of Client Portal articles in the Knowledge Base.
E) Sidebar Collapse icon
Click this icon to hide the sidebar on the left side of the screen.
F) Transactions section
This section contains all the transactions from your Transactions screen in Sisu. This section allows you to search for transactions and then assign roadmap templates to them.
📖 For help assigning roadmap templates to a transaction, check out the section Assigning a Roadmap Template Using Client Portal from the article called Assigning a Roadmap Template to a Transaction found in our Knowledge Base.
G) Contact search bar
Use the search bar to search for and select a contact. When you click on a contact, you'll open their transaction. You'll be able to see the client's transaction information, roadmaps, documents, and comments.
H) Recently Viewed Transactions section
After you click on a transaction in Client Portal, it will appear in the Recently Viewed Transaction section the next time you view the Dashboard.
I) Settings icon
Click this icon to adjust the appearance of Client Portal in the following ways:
Change the size of the features
Change the size of the font
Choose between Light Mode and Dark Mode
J) Notifications panel
This allows you to see all the threads where you've been @mentioned, and you can reply to these threads directly from the panel. You can also access your Message Center by clicking the open envelope icon in the top-right corner of the panel.
K) Account profile icon
When you click the account profile icon, you see 2 options:
Notifications: This option lets you disable roadmap step notifications as well as daily task reminders.
Logout
Client Perspective
Use the links below to learn more about different parts of the Dashboard:
A) Sidebar Collapse icon
Clicking this icon hides the sidebar on the left side of the screen.
B) Message Center
This opens the Message Center, which shows all comments available to the client.
C) Logout button
Clicking this button logs the client out of Client Portal.
D) Sidebar Collapse icon
Clicking this icon hides the sidebar on the left side of the screen.
E) Transactions section
This is where the client will see their transaction(s) and transaction information. If they click on the "View Transaction" button, they can see their associated roadmaps. They'll also have a tab for uploading documents and a tab for all their comment threads.
F) Settings icon
Clicking this icon allows the client to adjust the appearance of Client Portal in the following ways:
Change the size of the features
Change the size of the font
Choose between Light Mode and Dark Mode
G) Notifications panel
This allows the client to see all the threads where they've been @mentioned, and they can reply to these threads directly from the panel. They can also access their Message Center by clicking the open envelope icon in the top-right corner of the panel.
H) Logout button
Clicking this button logs the client out of Client Portal.