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For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

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