Smart welcome notes in the Business Portal

Short summary

When you log in to the Business Portal, Proposaly shows one welcome note on the default Workspace. The message is personalized with your name and changes based on your local date and time.

When to use this feature

Use this feature when you:

• log in to the Business Portal
• want to confirm the login landed on your default Workspace
• see a personalized welcome note at the top of the page

Step-by-step instructions

1. Log in to the Business Portal.

1. After login, the default Workspace opens and one welcome note appears.

!Screenshot: Welcome note on login

▶ Watch video: Welcome note after login

1. Read the message. It includes your name and may reflect your local day or time.

1. To dismiss it, click "×".

Notes & limitations

• The welcome note appears only once per user session.
• It does not appear again after a page refresh in the same session.
• It appears only after a successful login.
• The message is shown on the default Workspace.
• Only one welcome note is shown per login.
• The message is personalized with your name.

Troubleshooting

I logged in but do not see the welcome note

• The note only appears once per session.
• If you already saw it earlier in the same session, it will not appear again after refresh or when switching companies.

I refreshed the page and the message disappeared

• This is expected. The welcome note is shown only once per session.

I switched companies and did not see the message again

• This is expected. The welcome note is shown once per user session, including multi-company use.

The message text is different from last time

• This is expected. Proposaly shows one eligible welcome note at random.