> For the complete documentation index, see [llms.txt](https://docs.payments.thalescloud.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.payments.thalescloud.io/d1-portal/getting-started/understand-the-portal-ui.md).

# Understand the portal UI

Understand navigation, context, and role-based menus in the portal.

The visible menus depend on your current role and organization context.

Use the screenshots below as a reference.

<figure><img src="https://810239148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8EYtn66m9vhwaNpXBNAL%2Fuploads%2FrVmVbdcmAfREzOsCkagW%2FD1%20Portal-%20General%20UI.png?alt=media&amp;token=5daba499-d5b3-4822-867d-1ce8d63c7fc3" alt=""><figcaption></figcaption></figure>

### Main screen areas

This screen layout stays consistent across the portal.

| Area              | Description                                                  |
| ----------------- | ------------------------------------------------------------ |
| Top bar           | Shows user context and quick actions.                        |
| Left menu         | Opens role-based features and subpages.                      |
| Main content area | Displays the current dashboard, form, table, or detail view. |

### Role-based navigation

{% hint style="info" %}
If you have several roles, switch the role in the top bar first.
{% endhint %}

| Role                            | Typical menu access                    |
| ------------------------------- | -------------------------------------- |
| Account Manager                 | Dashboard and **Users**                |
| Client Service Delivery Manager | Dashboard and **Statistics**           |
| D1 CCI Operator                 | **Consumers & cards** and search tools |

The available menu also depends on the current organization.

If you work across several issuers or aggregators, verify the organization before starting an action.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.payments.thalescloud.io/d1-portal/getting-started/understand-the-portal-ui.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
