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.

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

If you have several roles, switch the role in the top bar first.

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.