Skip to content
Client Portal UsersYour account

Using the profile menu

Navigate account settings, notifications, theme, and sign out from the client portal header.

Last updated May 20, 2026

What this guide covers

Header controls

ControlPurpose
Sidebar toggleShow or hide navigation on smaller screens
NotificationsView portal notifications
ThemeSwitch light or dark mode
Profile menuAccount settings, switch account, sign out

Profile menu items

  1. Open the menu

    Click your name or avatar in the top-right corner.

  2. Account settings

    Opens /client/account where you can update profile details and review memberships.

  3. Switch Account

    Available when you have multiple contexts. Opens the account picker.

  4. Sign out

    Ends your session securely. You will need to log in again to access the portal.

Related articles

Switching between business profiles
Move between client portals and internal business accounts when you belong to more than one.
Using the client portal on mobile
Navigate the client portal on phones and tablets with the responsive layout.