Portal Page Main Tabs

The main tabs are located at the top of the Portal Page and are used to access the options in the SmartSolve system.

Tab	Description
Home	The Home tab consists of the following sections: My Dashboards Every user has access to view the dashboard which displays the records that require the logged on users' attention. Users can also configure their own dashboards as needed, or they can use existing dashboards configured by the system administrator. NOTE: See Portal Dashboards in the Studio Designer Help System for more information. Management Solutions All installed Studio solutions are listed under the Home tab. Each section can be expanded to view the options for creating and searching for records in that solution. Setup and Policy Users assigned the rights to view or manage admin functions can access the menu options for configuring the setup objects and policies for the applications.
Smart Solutions	The Smart Solutions tab consists of the following: My Dashboards Every user has access to view the dashboard which displays the records that require the logged on users' attention. Users can also configure their own dashboards as needed, or they can use existing dashboards configured by the system administrator. NOTE: See Portal Dashboards in the Studio Designer Help System for more information. Smart Solutions All installed Smart solutions are listed under the Smart Solutions tab. Each section can be expanded to view the options for creating and searching for records in that solution. Admin and Report Users assigned the rights to view or manage admin functions can access the menu options for configuring the setup objects, policies, and reports for the Smart applications. NOTE: See Menu Editor in the Studio Designer Help System for more information on menu options.
Document Repository	Documents can be logically grouped into folders, called a repository, so that searching and retrieving documents is easier for the end user. Administrators create the repository and define the documents to be located in each folder. The Document Repository tab is used to access all available repositories. For additional information, see Document Repository.
Administrator Tools	The Administrator Tools tab gives administrators access to: Administrative Reports Users assigned the rights to view or manage any types of reports in the system see the following options: Audit Trail Audit Trail Legacy User Activities View My Queries NOTE: See the Reporting and Analytics Help System for more information about Reports. Designer Users assigned the rights to view or manage any types of Studio Designer Tools in the system can access those tools from this location. NOTE: See the Studio Designer Help System for more information on Studio Designer. Settings This section is used to configure the settings for the following administrator tools: Application Configuration Application Options Application Settings Audit Trail Setup Deactivation Setup Decision Tree Editor Document Repository Configuration Organization Hierarchy Saved Searches Submission Forms Configuration Translation Editor Workflow Configuration NOTE: See the SmartSolve Utilities Help System for more information about Utilities. Utility This section is used to access the following utility tools: Application Configuration Application Options Application Settings Audit Trail Setup Deactivation Setup Decision Tree Editor Document Repository Configuration Organization Hierarchy Saved Searches Submission Forms Configuration Translation Editor Workflow Configuration NOTE: See the SmartSolve Utilities Help System for more information about Utilities.
SmartComm	SmartComm™ is the SmartSolve© communication tool used to communicate information to users and systems based on events. Notifications are delivered through an SMTP server. SmartComm plays a key role in processing notifications and application workflow events. The SmartComm tab is used to access: Email Notifications PDF Reports All Queues NOTE: See the SmartSolve Utilities Help System for more information about Utilities.