Screen Layout and Structure

Introduction to the Portal Screen

On the left of the screen is a vertical menu bar. Refer to this as the portal sidebar.

The side bar has eight major groups:

  • General
  • Customers
  • Realtime Reports
  • Historical Reports
  • Chat
  • Email
  • Voice
  • Integration

Each group is expandable and collapsible, the portal will remember your choice to expand or collapse a group. Each group contains various menus relevant to that particular group.

Header bar and your profile

The portal features a horizontal top-bar. This is referred to as the header bar.

On the right side of the top-bar you will locate your profile.

Your profile displays:

  • Your account name.

  • The tenant you are logged into.

  • Your profile picture, if set in your Microsoft Teams account.

You may click your profile to reveal additional options such as:

  • The option to copy your tenant ID with one click.
  • Your current portal role.
  • A view profile link to quickly navigate to your portal user.
  • The switch tenant option. This is only visible to you if your account is registered in multiple tenants.
  • The settings button. This button allows you to configure your local settings and how information is displayed to you, such as:
    • Switch to/from portal's dark theme.
    • Set the first day of the week. This will affect how business days are displayed.
    • Date format. This will affect how dates are displayed.
      • Default will allow your browser regional settings to override the portal configuration.
    • Time format. Select between 12 hours or 24 hours format.
    • Elapsed time format.
  • The sign out button. This will sign you out of the portal.

Blades, modals and navigation

When you select a menu entry, a blade opens and displays a list of resources for the particular menu entry.

Click on a menu entry to reveal additional details in a second blade. Secondary blades may have 1 or more tabs to pick from.

Tabs are carefully designed to provide you the most relevant information when you wish to view additional details for a given resource without overloading you with information that may be less relevant for your particular use case.

When it comes to provisioning, instead of blades, the portal features modals. Modals are similar in some ways to popups, however, modals dim the content in the background and blocks accidental clicks to be able to focus on the details a modal may require from the user.

Modals may feature one or more tabs, depending on the type of provisioning. For example, Bulk import features a single tab, while channel provisioning features at least 4 tabs.

Additionally, modals may be used in other areas of the portal besides provisioning where your full attention is required.

Designers

Designers feature a unique navigation experience to maximize the available screen space. This applies to Email templates and all workflows.

When you select one of these resources, the designer will automatically slide in and take all the available screen.

If you must go back to the list blade, you may use the bottom side of the screen scroll bar or you may click the name of the section to go back.