Topics in this article:
Agent Perspective
A. Sidebar Collapse icon
Click this icon to hide the sidebar on the left side of the screen.
B. Team Drop-down
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 client roadmaps.
D. Helpful Resources
Click here to open the Client Portal Knowledge Base page.
E. Contact search bar
Use the search bar to search for and select a contact. When you click on a contact, you'll see their personalized roadmaps.
F. Open Sisu button
Click this button to open Sisu in another tab.
G. Settings icon
Click this icon to adjust the appearance of Client Portal in the following ways:
Change the size of the features in Client Portal
Choose between Light Mode and Dark Mode
Client Perspective
A. Sidebar Collapse icon
Clicking this icon hides the sidebar on the left side of the screen.
B. Open Transactions
This is where the client will see any open transactions. Clicking on a transaction will open any associated roadmaps.
C. 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 in Client Portal
Choose between Light Mode and Dark Mode