The dashboard
The shared layout every portal page uses, and how your sidebar changes with the flows enabled on your account.
After signing in you land on Overview. Every page shares the same frame.
The shared layout
- Left sidebar: grouped navigation. The Toggle Sidebar button collapses it.
- Header: the current page name.
- Bottom-left user menu: your name and email. It opens Profile, Settings, and Log out.
- Top-right partner code (for example
BW-3NXPRD): your unique partner ID. Click to copy.
What determines your menu
Your left sidebar changes based on the flags enabled on your account (Services,
Reseller, Referrals, plus My Will for will templates). You never set these yourself.
BlockWill enables them when your account is approved.
- A Reseller account shows: Overview, Clients, and a Reseller section (Invite Users, Service Catalog, Will Templates).
- A Service account shows: Overview, Clients, and a Services section (Submissions, Service Catalog, Will Templates, Team, Messages).
- Accounts with both show both sections.
- Every account shows the Account section (Earnings, Profile, Settings).