Navigating the Web Portal

How to navigate to different modules, vocabulary for using our software

When you first log into the Web Portal, you will see the Home Screen Dashboard:

Depending on your User Role, Restrictions, and currently subscribed modules, the Tabs visible at the top of your screen may vary.

Any Tab with the Triangle Symbol indicates that it is a menu. Hovering over it will display more options to choose from.

The Person Icon in the Top Right allows you to access User Account settings

Some pages (such as the Product Pricing Page) have multiple views, shown as file tabs:

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