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Portal User Interface

Your portal is built on a streamlined Directus interface with custom modules tailored to your role as an Associate. Here’s how to navigate it effectively.

Main Layout​

The portal is organized into a main content area with a consistent layout across all modules:

  • Sidebar (Navigation)
  • Top Bar (Context and actions)
  • Main View (Data tables, forms, etc.)

Main Layout

On the left-hand sidebar, you’ll find links to the modules you have access to, such as:

  • Home: Your dashboard with quick access to key info.
  • Prospects: Your list of assigned or created prospects.
  • Settings: Your profile and basic preferences.

Clicking an item in the sidebar takes you to that module’s collection view.

Side Menu​

In some views (like record detail pages), you may see a secondary menu appear on the left — this allows you to quickly navigate sections or related data within a record (e.g., notes, documents, history).

Action Menu​

In the top-right of most pages, you’ll see context-specific action buttons:

  • Create: Add a new item (e.g., new prospect)
  • Save: Save updates to an item
  • Filter/Search: Show filters or search fields
  • More Options (⋮): Export, duplicate, archive, etc.

Collection (Item Records) Layout​

When viewing a module like Prospects, you’ll see a collection table:

  • Each row is one record (e.g., one prospect)
  • You can click a row to open it
  • Use the search bar, filters, and sort tools at the top to find what you need

The table view may also show important statuses, contact info, or assignment fields at a glance.

Item Detail Layout​

Clicking into a record opens the item detail view, where you can:

  • View all information in grouped sections
  • Edit fields (if allowed)
  • Upload files or leave notes (depending on the module)

Use the Save button to apply any changes.

Need help using the interface or unsure where to click? Ask your team lead or manager for a quick walk-through.