Now that you have read this far, we suggest you take the Management Portal out for a test drive to become comfortable with the navigation:
- Be Click Happy. Try using your mouse pointer to take a tour of the various icons in the new CiraNet Management Portal. See Management Portal Login and Navigation Tip Sheet to get additional help. Pay attention to how the portal’s behavior changes when you click around. For example, notice as you click on the Community Search icon how the search bar below changes the label to let you know what search is now enabled. Try the “hamburger” icon to see how it looks when you click on it once and minimize the Navigation pane. One thing to pay attention to while it is minimized is how the “breadcrumb” trail along the top appears, still allowing for easy navigation
- Try a Search. Now try a search for either an owner or a property to experience the way the Management Portal will bring back the results and to allow yourself to get comfortable with how to click on the hyperlinks in the pop-up window to open to the community or owner you need to work on.
- Set Your Preferences. A great way to get yourself set up to be comfortable in the Management Portal is to be sure to set your Preferences as one of the first orders of business. As with CiraNet Classic, if you try out a Preference, you can always change it back, so feel free to experiment. But minimally be sure to set the appropriate time zone for your location.
- Create a Case. Referring to the Log a Call icon along the bottom of the Navigation pane, this same tool can be used to create a case. Users familiar with CiraNet know that creating a case is a preferred way to reach out in writing to other teams, or even within your own team since it pre-sets attributions, among many other advantages. There is a not a separate Create a Case tool in the Management Portal; Log a Call allows for the same functionality by changing the radio button from the default of Resolved to Case Opened.
