The functionality described in this article is available as of our Mencia release and will not be available if your Practifi instance is not upgraded to this release.
Overview
The Welcome App is the landing page that greets you when you sign in to Practifi. It helps you find the learning and support resources you need as you get started and gives you a single place to launch the app you want to use.
Whether you're brand new to Practifi or returning after time away, the Welcome App is a helpful first stop. From here you can find product guides, reach the support team, pick up the courses assigned to you, and launch into your day's work, all without hunting through menus.
This article explains what the Welcome App is and how to use it to access your resources and open the app you need.
The Welcome App
The Welcome App is organized into two parts:
- On the left, a welcome message greets you and introduces the page.
- On the right, a panel gathers your learning and support resources at the top and lists the apps you can launch at the bottom.
You don't need to set anything up to use the Welcome App. Everything you need to get oriented is on this one screen.
Getting the Most Out of Practifi
The top of the right panel, under Learn how to get the most out of Practifi, offers two resources to help you build your Practifi knowledge. Each one opens in a new browser tab so that you won't lose your place in Practifi.
Success Portal
Click Success Portal to open the Practifi Success Portal in a new tab. The Success Portal is where you can search product reference guides, including the User Guide and the Admin Guide, and reach the Practifi support team to submit a request or manage your existing tickets.
PractifiU
Click PractifiU to open PractifiU in a new tab. If you aren't already signed in, sign in when prompted. In PractifiU, you'll find the courses and learning journeys assigned to you, along with the full catalog of available courses you can self-enroll in.
Please note: If you have not yet logged in to your PractifiU account, you will need to log in and set a password using the welcome email you received from PractifiU. If you have not received your welcome email, please get in touch with your Practifi administrator.
Launch an App to Get Started
The lower section of the right panel, under Once you're ready, launch an app to get started, lists the apps available to you. Click an app to open it and begin your work.
Which apps appear here depends on your access, so your list may be shorter than the full set. To learn more about the available apps, please read the related articles below.
- Understanding and Using the Advisor App
- Understanding and Using the Business Development App
- Understanding and Using the Client Service App
- Understanding and Using the Compliance App
- Understanding and Using the Management App
- Understanding and Using the Team Member App
Please note: If you expect to see an app that isn't listed, your access may not include it. Reach out to your Practifi Administrator to confirm which apps are available to you.
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