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The Universal Portal User Interface is designed to be straightforward and easy to use, even for users without expertise in Universal Controller. Because Universal Portal is an entirely visual environment, all of its features can be accessed directly from the User Interface.
This page document explains general UI elements present on every page of Universal Portal, such as:
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After logging in, you will be taken to the Taskboard.
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The interface has a responsive design, so it will adjust to accommodate screen size. Some features will be resized or hidden when shrinking to a smaller screen. Certain controls are designed to work on tablets and phones. |
From here, as with any page in Universal Portal, you can navigate the Menu in the sidebar, view your Company Logo, and access Configuration Options from your User Icon.
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The Menu is a set of buttons in the sidebar on the left-hand side of the screen, where you can perform the following actions:
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| Stonebranch logo. This icon also serves as a refresh button. Universal Portal will automatically refresh every 5 minutes, but you can manually refresh the page to view the most up-to-date information. | |||||
| The four buttons below the Stonebranch logo allow you to navigate to each major component of Universal Portal:
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| At the bottom of the menu:
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 | Company Logo. By default, this will be the Stonebranch logo, but you can customize this image to be your own logo. | ||||||
 | User Icon. A circular icon with the first letter of your username. Clicking this icon will reveal a dropdown menu of options, including the Sign Out button and Configuration Options (see below). | ||||||
  | Configuration Options. A dropdown menu of options accessed by clicking the User Icon. Options include:
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