Set a start page

How to set a workspace as your start page


From the menu bar, you can set a start page, which opens whenever you sign in to Client Portal. Any workspace or page you can access can be set as your start page. To set a start page:

  1. Open the Workspace/page you want to set as your start page.

  2. Select Options.

  3. Select Set Start Page in the drop-down menu that appears.

  4. Select Yes in the Change Start Page modal.

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Set Start Page in Portfolio Workspace

How to set Documents as your start page


The page options menu is located on the right-hand side of the content header of your Documents page. This menu contains the option to set your Documents page as the start page of your application. 

To set a start page:

  1. Select the Page Options button.

  2. Select Set Start Page in the drop-down menu that appears.

  3. Select Yes in the Change Start Page modal that appears

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Set Start Page in Documents