Axon Ivy Portal¶
Axon Ivy Portal is the centerpiece for your daily work with the applications you / your company implemented using the Axon Ivy. With a web-based, modern interface the Portal provides you with key functionalities on all your devices:
Access your / your company’s applications and start new cases
Manage and fulfil tasks assigned to you or your roles
Understand what’s going on by using on-the-spot statistics and historic data on all your cases and tasks
Improve your Axon Ivy Portal experience and efficiency through the built-in customization options
This document provides you – as a business user – with a comprehensive overview about the Axon Ivy Portal, its features and functionalities.
Hint
The look and feel shown in the screenshots of this document, as well as the presented features are part of the default standard Axon Ivy Portal. However, the Axon Ivy Portal is highly configurable, thus your company’s portal might have a different look and feel, and some features might be disabled by your administrator.
To start your Axon Ivy Portal experience, use the link provided to you by your administrator. Following the link, the Axon Ivy Portal will ask for your login credentials.
Hint
Depending on your company’s infrastructure, you might be automatically logged in by the single-sign-on (SSO). In this case you’ll directly be forwarded to the Axon Ivy Portal Dashboard.
If ivy Security System is used, you can click on Forgot my password to reset in case you forget it.
After successful login, you’ll see the Axon Ivy Portal Homepage and your personal dashboard. All your activities can be managed from this central entry point. In detail these are:
The Axon Ivy Portal header on the top is always visible and provides you with a global search, key information about the portal and options to configure your personal user account. See Portal Header for details.
The menu on the left side is always available and gives you access to all processes, cases, tasks and other features of the Axon Ivy Portal. If the menu is minimised, you could hover to the menu to enlarge it. You may enlarge permanently the menu by clicking on
icon in the top left corner.
In the center you see your personal dashboard providing you instant access to your processes, tasks and performance indicators. See Dashboard for a detailed introduction.
