Axon Ivy Portal

Axon Ivy Portal is the centerpiece for your daily work with applications implemented using Axon Ivy. With a web-based, modern interface, the Portal provides key functionalities on all your devices to help you manage your work efficiently.

What You Can Do With Portal

Feature

Description

Start Processes

Access your applications and start new cases

Manage Tasks

View, work on, and complete tasks assigned to you or your roles

Track Cases

Monitor case progress with real-time statistics and historical data

View Statistics

Analyze performance with charts, dashboards, and reports on tasks, cases, and processes

Customize Your Experience

Personalize dashboards, widgets, and settings to match your workflow

Search & Filter

Quickly find tasks, cases, and processes with powerful search capabilities

About This Guide

This document provides you—as a business user—with a comprehensive overview of the Axon Ivy Portal, its features, and functionalities.

Note

The look and feel shown in the screenshots, as well as the features presented, are part of the standard Axon Ivy Portal. However, Portal is highly configurable—your company’s Portal might have a different appearance, and some features might be disabled by your administrator.

Getting Started

Logging In

To access the Portal, open the link provided by your administrator in a web browser. You will be prompted to enter your login credentials.

Portal Login screen

Tip

Single Sign-On (SSO): If your organization uses SSO, you may be automatically logged in and forwarded directly to the Portal Dashboard without entering credentials.

Note

Password Reset: If your organization uses the Ivy Security System, you can reset your password using the Forgot my password link. See Forgot Password for detailed instructions.

For external authentication systems (Active Directory, Entra ID, LDAP), contact your IT department or use your organization’s self-service password reset portal.

Understanding the Portal Interface

After successful login, you will see the Axon Ivy Portal Homepage with your personal dashboard. All your activities can be managed from this central entry point.

The Portal interface has three main areas:

1. Portal Header (always visible at top)

Portal header

Provides global search, key information, and personal account settings.

See Portal Header for details.

2. Side Menu (always visible on left)

Portal expanded Left menu

Access to all processes, cases, tasks, and Portal features.

  • Minimized: Hover over the menu to temporarily enlarge it

  • Expanded: Click the pin button in the top left to permanently keep the menu expanded

3. Main Content Area (center)

Portal dashboard screen

Your personal dashboard with processes, cases, tasks, and performance indicators.

See Dashboard for a detailed description of dashboards and widgets.

Next Steps

Now that you understand the Portal interface, explore these key features: