Navigating the Portal

There are multiple ways to navigate the features and information available on the portal. The numbered items on the below screenshot correspond to the numbered information presented below the image. 

The MyOffice Home Page

1. Top Menu Tabs: These tabs are always available no matter what page you are visiting in the site. They represent key functional areas
   1. Dashboard - This is the page that will display when you login. The dashboard provides one page where you can status all of the portals work items and alerts for anything in process and recently completed.  You will also see timely and important information displayed at the top of the Dashboard.
   2. Inbox - this is an internal messaging system that allows you to communicate with other users. This is not your monitored email account.
   3. My Group - this provides access to group calendars and workrooms.
   4. News - the broker dealer's weekly online newsletter. Provides home office news, sales tips, product information and more.
   5. CRM - direct access to the contact manager.
   6. Directory:  quick access to the home office contact list (organized by department).
   7. Account Wizard - Quick access to the account wizard
2. Quick Menu Icons: These icons link you to key functions. Hover over the image for a description.

   1. Alerts

   2. Dashboard

   3. Weekly News

   4. Forums - members only access to news and alerts.

   5. Profile - link to your personal profile.
   6. Daily and Monthly Calendar Views - link to your personal calendar

   7. Task List - link to your personal task list

   8. Monitered E-mail Account - a single sign on link to the webmail site for Smarsh's monitored email.

   9. Inbox - this is an internal messaging system that allows you to communicate with other users. This is not your monitored email account.

   10. Online Help
3. Search: use keyword searches to find information related to a specific topic.
4. Side Menu: The side menu is the main navigational tool for the site. As new features and SSO services are added, this menu will change. Most side menu items will expand to reveal more choices when you click on them.