Navigating the Checkmate Sidebar

The Left-hand Side Navigation Bar facilitates easy navigation of the Checkmate Portal.

Follow these steps to utilize the sidebar for navigating through the portal:

To open the Portal Menu, hover your mouse over the left-hand strip, which will slide open to reveal the navigation options.

The following steps will guide you through using the navigation bar:

Note: The options available in the sidebar depend on your account permissions. Certain options like insights, the onboarding portal, or reconciliation will not be visible if you don’t have access to them.