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

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