Firm Meetings Overview #
If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you’ll see the Navy navigation bar on the left-hand side of your screen.
This is your Firm Navigation Bar and provides firm-level access across multiple client companies.
🗓 Meetings Module #
Select Meetings from the firm navigation bar to open the My Meetings view.
This area gives you visibility into all meetings that you are a participant in across your portfolio.
Here, you can:
- View a list of all meetings you are invited to or leading
- Quickly see meeting titles, companies, and next meeting dates
- Identify which meetings are client-specific or internal firm meetings
🔍 Search & Filter Functions #
Use the search bar and filters at the top of the Meetings page to narrow your view.