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Log on to Portfolio Manager

Use the Latitude Logon dialog box to log on to Portfolio Manager.  

To log on to Portfolio Manager

  1. Do one of the following:

  • On your desktop, click the shortcut to Portfolio Manager.

  • Click Start > All Programs > Interactive Intelligence > Interaction Collector > Portfolio Manager

The Latitude Logon dialog box appears.

Latitude Login dialog box

  1. In the User Name box, type your Latitude user name.

  2. In the Password box, type your Latitude password. As you type your password, periods display instead of the typed characters.

Note: Premises-based clients can use Windows authentication to bind Latitude users to their Windows identity to permit logging on to Latitude automatically. Windows authentication is not available for hosted clients. To log on using Windows authentication, select the Log in using Windows authentication check box and provide your Windows user name and password.

  1. Click Okay. The Portfolio Manager window appears.

Portfolio Manager window

Related Topics

Introduction to Portfolio Manager

Overview of Portfolio Manager Window

Help Overview