Navigation in Management Portal

When using Management Portal, at any given time you are operating within the context of a tenant. The name of this tenant is indicated in the upper-left corner of the application.

When you log in to Management Portal, the highest hierarchy level available to you is selected by default, and you start in the Clients screen, which displays a list of your tenants. Click a tenant name to drill down the hierarchy. To navigate back to an upper level, click its name in the navigation breadcrumbs in the upper-left corner.

The main menu items on the left of UI only pertain to the tenant in which you are currently operating. For example:

Click New to create a new tenant or a new user, but only in the context of the tenant in which you are currently operating.

You might have additional options in the main menu, depending on the services to which you are subscribed.

For example, if an administrator has activated PSA for the tenant in which you are currently operating, you will also have Task Management and Sales & billing main menu options, and various additional second-level options on the standard main menu items.