3. Organize Your Data for Customers

Accelerate portal adoption by placing the most important information where users can quickly find it.

Customize Your Portal Navigation Menu
Tabs are individual navigation items that direct you to Modules, such as Documents, and can be found on the horizontal bar at the top of your portal. Your portal arrives with a few default Tabs, but you can create custom Tabs that cater to specific needs. See About Tabs
Too many Tabs? Bundle Them into Apps
Apps are sets of Tabs and they help control which Tabs are visible to different users. Depending on their Security Role, you can show or remove Tabs from their view or even give them access to multiple Apps (for example, a support agent can access the Customer Support and Training Apps). Read About Apps
Share Your data
Make sure your customers see the right data by configuring security settings on Entities. You can do this by selecting the correct Read, Create, Edit, and Delete permissions for each Security Role by selecting your desired Entity, navigating to the Permissions button, and configuring the appropriate settings.
Put meaning behind your data
Did you know that your portal can create tabular reports and graphs with your Magentrix Entity and CRM data? With your Reports module, you can select filters and pull a wide range of information across Entities to easily create new insights that you can share with other users. The Dashboard Builder allows you to visualize this data using various graphs, charts, and heat maps. Forget about your old spreadsheets, learn about how to use Reports and Dashboards.

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