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Client Portal 2.0 (available with Premier!)
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Getting to Know the Dashboard in Client Portal 2.0
Getting to Know the Dashboard in Client Portal 2.0
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

Topics in this article:

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.

πŸ“– If you need help building your roadmap templates, check out this article in the Knowledge Base.

D) Admin

  • Documents: This is where you can set up folders for documents in Client Portal 2.0.

  • Team Notifications: Here, you can disable the step notifications or daily task reminders for the entire team.

πŸ“– For help setting up folders, check out this article in the Knowledge Base.

E) Helpful Resources

Click here to view the full collection of Client Portal 2.0 articles in the Knowledge Base.

F) Sidebar Collapse icon

Click this icon to hide the sidebar on the left side of the screen.

G) 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.

πŸ“– For help assigning roadmap templates to a transaction, check out this section of the article in our Knowledge Base called Assigning a Roadmap Template to a Transaction.

H) 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.

I) Recently Viewed Transaction section

After you click on a transaction in Client Portal 2.0, it will appear in the Recently Viewed Transaction section the next time you view the Dashboard.

J) Settings icon

Click this icon to adjust the appearance of Client Portal 2.0 in the following ways:

  • Change the size of the features

  • Choose between Light Mode and Dark Mode

K) 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 square button in the top-right corner of the panel.

L) 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 2.0. 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) Helpful Resources

Click here to view the full collection of Client Portal 2.0 articles in the Knowledge Base.

D) Sidebar Collapse icon

Click this icon to hide the sidebar on the left side of the screen.

E) 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.

πŸ“– For help assigning roadmap templates to a transaction, check out this section of the article in our Knowledge Base called Assigning a Roadmap Template to a Transaction.

F) 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.

G) Recently Viewed Transactions section

After you click on a transaction in Client Portal 2.0, it will appear in the Recently Viewed Transaction section the next time you view the Dashboard.

H) Settings icon

Click this icon to adjust the appearance of Client Portal 2.0 in the following ways:

  • Change the size of the features

  • Choose between Light Mode and Dark Mode

I) 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 square button in the top-right corner of the panel.

J) 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/B) Sidebar Collapse icon

Clicking this icon hides the sidebar on the left side of the screen.

C) 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.

D) Settings icon

Clicking this icon allows the client to adjust the appearance of Client Portal 2.0 in the following ways:

  • Change the size of the features

  • Choose between Light Mode and Dark Mode

E) 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 square button in the top-right corner of the panel.

F) Logout button

Clicking this button logs the client out of Client Portal 2.0.

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