Navigating the Portal

Main Menu

The main menu is located on the left side of each page and is the primary means of navigation throughout the portal.

To dedicate more space to the page’s content, you can collapse the menu by clicking the icon located at the top of the page, at the left-most section of the Context Bar. A similar icon can be used to expand the menu when it’s collapsed.

To move to another page when the menu is collapsed, you can click its icon. If the icon represents a collection of pages (ex: Settings), the menu will expand so you can choose the desired location to navigate to.


Menu Image

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Menu Pages

Page TypePages
ID DashboardsOverview
User Summary
Journeys
Behaviors
Alerts
Behavior + Device & Networks DashboardsOverview
User Summary
Settings PagesAlerts
API Keys
Integration Health
Notifications
Outcome Data Upload
Organization Summary
Organization Setup
Theme Manager
User Management
SupportDocument Library
Other PagesUser Profile

Dashboard Toggle

For users with access to more than one set of dashboards, a dropdown will appear at the top of the navigation menu. Use this dropdown to toggle between dashboard sets.

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Logging Out

See Logging Out

Context Bar

Organization

The Organization dropdown sets the portal’s context (data, settings, etc.) to the selected organization. The list will contain all organizations you have been granted access to.

Site

The Site dropdown sets the page’s context to the selected site/application. This dropdown will only show on pages where setting the page’s context to an individual application is relevant.

Sites/Applications will not show in this list until they have been activated for the first time. If no site/application has been activated yet, the dropdown menu and any page requiring site/application context will display a message to that effect. The dropdown will continue to list deactivated sites/applications so you can view historical data.