Recently we have introduced a new landing page for a better user experience.
Benefit: This landing page allows you to view and select all workspaces from a single, dedicated page.
If you are only affiliated with your firm and no other workspaces, you will bypass this landing page.
How the landing page works:
1. Log in to the portal with your email and password and go through the normal Multifactor Authentication or set up if not yet added.
2. Once logged in, you will see the landing page with all the workspaces you are associated with.
3. If you have any tasks that require your attention, you will see a number in a red circle indicating number of tasks required.
4. When you select a workspace, complete your work and then want to return to the landing page:
a. If you're in an client portal, you will see a "Return to list of workspaces" button to take you back to the landing page
b. If you are in a Partner portal, you will see a drop down arrow at the top right with a "Workspaces" button.
5. Once either is selected, you will be returned to your workspace landing page.
Note: a landing page will only occur if you are affiliated with multiple workspaces.