If you are part of multiple Board Portal instances or if you have access to other modules part of the DiliTrust Governance Suite, you can easily navigate and move between instances and tools with our instance selector.
In this article, we will learn how to:
Navigate between instances
From the top left corner of your environment, click on your environment's name. A drop-down list will appear with all the Board Portal instances you have access to, gathered by company and in alphabetical order.
Using the search bar, you can look up a company's name or an instance for a quick access. The search bar will save your last searches.
Once your instance found you click on it to access the environment.
Navigate between modules
To access another module, follow the same process:
- Click on the instance selector.
- Click on the name of the module, here Board Portal
- Select the module you wish to access
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