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Audience: Company users and MSP staff. Shortcuts do not grant access to a page or enable an action your role cannot perform. Use Command on Mac and Ctrl on Windows/Linux for the combinations below. A shortcut applies only where its corresponding control is available. Finish a pending edit before using a navigation shortcut.

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Portal navigation

For the full search workflow, see Find pages and records with Search. Toggling the sidebar changes its collapsed state; it does not reset your saved page order or permissions.

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Editing and screen-specific controls

Calendar period shortcuts apply when you are not typing in an input, text area or editable text, and no dialog is open. They are not instructions to move a meeting. Use the visible calendar controls if focus is elsewhere.

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Work with forms and menus

  • Tab and Shift+Tab move focus between available controls.
  • Arrow keys move within controls that offer a selectable list, such as Search and dropdown menus.
  • Enter activates the focused control or submits a form where that form supports it. Read the focused button before pressing it.
  • Escape commonly closes the current menu or dialog. It does not universally clear filters, discard all changes or undo saved work.
Rich-text editors can provide formatting shortcuts, but the portal also uses Ctrl/Command+B and Ctrl/Command+K for navigation. Use the editor’s visible toolbar when a shortcut opens Search or changes the sidebar instead of formatting text.
There is no universal Ctrl/Command+Enter = Save and close rule across the portal. Use the screen’s labeled Save, Send, Apply or Confirm action unless that specific editor documents a shortcut. Saving, sending an AI message and sending an email are different actions.

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Troubleshooting

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FAQs

Yes. Select the Search magnifying glass in the portal top bar.
No. The portal uses Ctrl+B or Command+B to toggle its sidebar. Use the rich-text editor’s toolbar if navigation shortcuts interfere with formatting.
No. Escape affects the current editor, menu or dialog. It does not reverse a completed save or submission.
No. Saving still depends on the screen’s validation and permissions. Use the visible result to confirm success.
Use Shift+Enter for a new line. Enter sends the message when sending is available.
No. The relevant portal layout or editor must be present. Use the controls shown on that page.