The 'WORKSPACE' label at the top of the sidebar is a navigation section header that groups all Firm Portal management tools. This article explains what it contains and how to navigate it.
WORKSPACE section and Firm portal navigation in the sidebar
What You Can Do
- In the left sidebar, you will see the label 'WORKSPACE' followed by the 'Firm portal' expandable section.
- Click 'Firm portal' to expand or collapse the section and see all sub-links: Home, Subscriptions & billing, Firm branding, Team & access, Partner agreement, Activity.
- Click any sub-link to navigate to that management section.
- The currently active link is highlighted with a teal left border.
💡 Good to Know: Future product updates may add additional sections under the WORKSPACE label (e.g., Reports, Integrations).
💡 Good to Know: The firm logo at the top-left of the sidebar links back to the home page of the portal.
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