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Getting Started

Logging In

Go to the Bizcom Portal URL and sign in with your corporate email address or username. If this is your first login, you'll be guided through a quick onboarding flow to set your corporate email and username, then prompted to change your temporary password under Profile Settings.

[Screenshot: login screen]

Your Dashboard Overview

After logging in, you'll see your employee dashboard. It shows:

  • My Tasks — compliance tasks assigned to you, sorted by due date.
  • Pending Tickets — support requests from your assigned clients.
  • Recent Documents — files recently uploaded or shared.
  • Overdue Items — anything past its due date highlighted in red.

The top navigation bar includes:

  • Notification bell — shows unread notification count. Click to see recent alerts.
  • Activity icon — opens the activity feed to see what's happening across the portal.
  • Profile menu — access your settings, toggle dark mode, and log out.

The sidebar organizes everything into three sections:

  • Operations — Tasks, Documents, Support Tickets, Clients
  • Management — SLA Scorecard, Staff Workload, Leave, Billing (Admin)
  • Settings — Users, Permissions, Service Catalog (Admin)

Click any item in the sidebar to go directly to that page. The active page is highlighted.

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

ShortcutAction
?Open the keyboard shortcuts help panel
Cmd+K / Ctrl+KOpen the quick-search bar
EscClose any open modal or panel

Quick search

Use Cmd+K (Mac) or Ctrl+K (Windows/Linux) to search clients, tasks, or documents without leaving the current page.

Staying Informed

Use these tools to stay on top of your workload:

  • Notifications — the bell icon in the top bar shows alerts for task assignments, document uploads, and ticket replies. See Notifications for details.
  • Activity Feed — a chronological log of everything happening across the portal. Great for tracking progress and auditing changes. See Activity Feed.
  • Calendar — view your tasks by due date on a visual calendar. Useful for planning your week. See Calendar.

Dark Mode

Dark mode is now easier to access — you can toggle it directly from the profile dropdown in the top-right corner.

  1. Click your name in the top navigation bar.
  2. Look for the Moon/Sun icon with a toggle switch.
  3. Click the toggle to switch between light and dark themes.

The theme preference is saved and persists across sessions. You can also access the toggle from My Profile → Appearance if you prefer.

[Screenshot: profile dropdown with dark mode toggle]

Bizcom Portal Guide