Users will found this general layout. Depending on their user type some options on the menu will change:
1. Main Menu
Depending on the user role and the type of portal they are accessing the options in the menu will change.
Vault owners / Managers users will see:
- Company tab
- All Documents
- Client List
2. Center area
Depending on the tab you select in the main menu different fields and tables will be displayed. In this section, the folder and documents will be displayed.
A list of the vault you have access to as a Manager or Trusted Advisor.
3. Top ribbon
You will find here icons that will allow you to perform or access different areas of the vault: search bar, toggles between open documents, view in-app notifications and the menu settings.
You will find your name and your role. When users click there they can go to their Account Settings, Log out or switch between accounts and other vaults.
The sub-menu will add more functions when you go inside a sub-category.
The Actions button will allow you to access a vault and see the detail page of your contact.
5. Help & Support
It will be the same for all users