Portal Guide - Trivexis Docs

The Portal is the authenticated workspace for your Organisation. It brings together your daily priorities, Trix, communication activity, items needing review, and account settings.

Main Surfaces

Surface	Use it for
Brief	Orienting yourself to the day and current priorities.
Trix	Asking for context, drafts, preparation, and assisted work.
Inbox	Reviewing communication and customer activity.
Needs you	Handling items that require explicit human attention.
Settings	Managing account, team, billing, and integration setup where available.

Daily Flow

Start with Brief.
Review Inbox for customer activity.
Clear Needs you items that block progress.
Use Trix to prepare drafts or summarise context.
Confirm important customer-facing actions before they happen.

Working With Team Context

Trivexis uses Organisation and User context to keep work scoped to the right business account. Depending on your rollout, team and segment settings may shape what you can see and do in the Portal.

If something looks missing, first confirm you are in the right Organisation and that the relevant integration or feature is enabled for your account.