Using the SmartVault Dashboard Account Menu (UK)

The account-level tasks available in your account menu are the same tasks available in the Advanced View in the SmartVault Portal. 

Dashboard Account Menu

The account menu is accessible from any page in the Dashboard and is displayed along the top of each page. On the Dashboard's main page, the menu is initially collapsed.

Click on your account name to expand the menu.

Each task is subcategorized so that you can quickly locate related tasks. 

These account tasks are the same ones that appear when you click on your account within the Advanced View in the SmartVault Portal.

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