My Preferences

The My Preferences screen allows you to select a default view for all screens you encounter in the Client Portal. You will be given a choice between two User Interface types:

  • System Administrator. Also known as List Display, this UI offers more tree-like window selectors, lists, tables, and details are displayed sooner.
  • Graphical User. Also known as Block Display, this UI offers more icons and grouping, in addition to tool tips.

Set your preference by clicking on your desired option, and then click Update.

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You can choose a view type when you are on individual screens using the Display icons.
Display Type