Navigating the portal
Audience: All users | Category: Using the portal
The left menu holds the pages. The top bar holds the search feature, the dark or light mode option, your company name and/or logo, and your user menu.
Top bar and menu controls
| Where | What it does |
|---|---|
| Menu button (top left) | Collapses the left menu to icons. The portal remembers your choice. |
| Search box | Type a customer name, check number, order number or amount and press Enter. The Dashboard opens with the transaction list filtered to your search. |
| Sun / moon icon | Switches between dark and light mode. Dark is the default; your choice is saved to your profile. |
| Company name or logo | Shows which company you are signed in to. Admins can upload a logo under Account. |
| Avatar (top right) | Opens the user menu: Account, Billing, Profile, Preferences, Logout. |
Left menu, top to bottom
Dashboard, Accounts, Request Deposit (Admins and Operators), Transactions (Pending, Posted), IDP Processing (coming soon) and Settings.
Settings are visible to everyone, but only Admins can change anything there.
Related articles
- Dashboard Summary Cards & Limits
- Roles & Permissions
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