The portal is available 24/7 and works on both mobile and desktop browsers. The layout changes with the width of your screen, but all the same features are available on both.
Mobile navigation
On phones, tablets and narrower browser windows, tap the menu icon (next to your name) at the top left to open the main menu. From there you can access:
- Your name: tap it for Profile picture, Manage account and Sign out
- Dashboard: your home page
- Packages: view your packages and their progress
- Case: containing Updates, Documents, Information, Funding, and Requests
- Help & Support: containing Help Centre and Contact Us
- Sign out: at the bottom of the menu
The icons at the top right open your notifications, your account settings and search.
Desktop navigation
On wider screens, the menu sits in a sidebar on the left with Dashboard, Packages, the Case section, Help Centre and Contact Us. Select Case to show or hide its pages. To manage your account, select your name at the top of the sidebar and choose 'Manage account', or select the settings icon at the top right.
To make more room, hover over the right edge of the sidebar and select the handle to collapse it. The sidebar then shows icons only, and you can expand it again the same way.
Dashboard
Your dashboard shows your cases, your packages, your available funding balance and your latest update. Under Quick actions you'll find shortcuts to Documents, Updates, Requests, Packages, Security, the Help Centre and Contact, plus a shortcut to set up faster sign-in with Apple or Google.
Case section
The Case menu is where you'll spend most of your time. It contains:
- Updates: view updates from ADVICIFAS and add or request your own (First Party accounts show 'From ADVICIFAS' and 'From You' tabs; Third Party accounts show 'Updates' and 'Requests' tabs)
- Documents: access, upload, and download case-related files
- Information: view your case details and case notes
- Funding: track your funding and allocations, personalise how your balance is shown, get invoices, and check your transaction history
- Requests: respond to pending information requests and view completed responses
The tabs you see under Updates depend on your account type. First Party accounts can add their own updates with 'Add an Update'. Third Party accounts can use 'Request an Update' once a week.
Packages section
Select 'Packages' from the menu to view your packages. Press 'Steps' on any package to see its steps, with the one you're on highlighted. Press 'Details' for the current stage, the full progression, and the package's start date and reference.
Manage account
Manage account has three tabs: Account (your details, Easy Log In, legal documents and, for the main account holder, joint users), Security (your password and two-factor authentication) and Devices (the devices signed in to your account). On mobile the tabs run across the top of the page; on desktop they're listed on the left.
Search
Use the search bar at the top of the page on desktop, or the search icon at the top right on mobile, to find cases, information requests, case updates and packages. On desktop you can also search documents, and press the / key to jump straight to search.
Notifications
Press the notification bell icon at the top of the page to open your Notifications panel. Tapping a notification takes you directly to the relevant page. You'll also receive email notifications from [email protected]. See Notifications for more details.
Help and appearance
At the bottom of every page you'll find links to Legal, Terms, Help and Contact, and a switch to show the portal in light mode, dark mode, or to match your device's setting.
