Navigating the Web Portal

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

Navigation

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

View this screen at any time by clicking the Home Tab

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

Navigation Bar

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

Hover over the Tab to view the menu

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

User Account Settings

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

Product Pricing View

Click to toggle views

Product Setup View