Advisor Portal · Navigation
The menus along the top of the portal have gone. Everything now lives in one sidebar on the left, grouped by the job you are doing, with a New button for starting things and a search that opens any page by name.
Each heading opens and closes with a click, and the portal remembers which ones you left open. The section holding the page you are on stays open and its page is highlighted. You only see the pages your role allows, so some lists below may be shorter for you.
| Section | What is in it |
|---|---|
| Home | Your dashboard |
| Inbox | Messages, Tasks, Notifications |
| Clients | All Clients, Greetings |
| Trips | All Trips, Itineraries |
| Operations | Concierge Desk, Traveling Now, Disruptions, Incidents, Coverage |
| Suppliers | Vendors, Inventory, FAM Trips, Field Notes |
| Marketing | Content Center, Newsletters |
| Reports | Pipeline Summary, Sales, Commissions, Suppliers |
| Finance | Bank Transactions, Corporate Card, Card Reconciliation, GTC Commissions, Journal Entries, Financial Statements — accounting role only |
| Settings | My Preferences, Notification Settings, Notification Types |
| Help & Training | This page’s home, with every guide and video |
Admins also see Vendor CRM, Review Funnel, Event Hubs, Hub Images, Partner Performance, Unassigned Advisors, Co-op Ledger, Scheduler, Admin and Health Status in the sections they belong to.
The blue button at the top of the sidebar. It starts something new: a New Client, a Quick Client / Traveler, the Itinerary Wizard, a New Itinerary, or an Import from Sabre.
Press Ctrl K (Cmd K on a Mac), or click the search box
beside New, and start typing a page name. Enter opens the top match. It
is the fastest way to reach a page you do not use every day.
Your name sits at the very bottom of the sidebar. Click it for Preferences and Sign out. Notifications are the bell at the top of the sidebar.
On a computer, the arrow beside the bell collapses the sidebar to a strip of icons. Click any icon to expand it again on that section. On a phone or tablet the sidebar is hidden: tap the menu button at the top left to slide it out, and it closes again as soon as you pick a page.
The pages people looked for most in the old menus.
| Was | Now |
|---|---|
| Client → Clients | Clients → All Clients |
| Client → Quick Client/Traveler, New Client, Itinerary Wizard | New button |
| Trips → Import from Sabre | New button |
| Tools → Messages, Tasks | Inbox |
| Tools → Content Center, Newsletters | Marketing |
| Tools → Incidents, Disruption Center, Coverage | Operations |
| Concierge, Traveling (top bar) | Operations → Concierge Desk, Traveling Now |
| Tools → FAM Trips, Field Notes | Suppliers |
| Vendors → Inventory Editor | Suppliers → Inventory |
| Tools → Format Tahiti Legends Itinerary | A button on Trips → Itineraries |
| Notifications → Test Notifications | A button on Settings → Notification Types |
| Reports → Accounting | Finance (and Settings → Account Roles, Ledger Settings) |
| Tools → Help & Training | Help & Training, below Settings |
| Account menu, top right | Your name, bottom of the sidebar |
Every address stayed the same, so bookmarks and links you have sent keep working.