Personalize InvestGlass layout
  • 15 Jan 2021
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Personalize InvestGlass layout

  • Updated On 15 Jan 2021
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USER PERMISSIONS NEEDED

To view navigation menus: Any
To create navigation menus: Administrator

Most items can be personalized into InvestGlass through the company setup.

  1. Go to My Account
  2. Go to Company
  3. Scroll down to Portal App

You can customize here

  • Navigation bar
  • Favourite menu
  • Apps

Here you will find where those elements will appear.

Capture d’écran 2020-05-10 à 07.28.07
Capture d’écran 2020-05-10 à 07.27.03

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