KeyNavigator Overview Tour
Get a quick overview of everything KeyNavigator has to offer.
KeyNavigator: Navigation
The KeyNavigator site is consolidated into intuitive navigation categories. Access sub-categories in a menu quickly and easily by hovering on the main navigation.
Main Navigation
Depending on your entitlements for KeyNavigator, these are the potential categories that will appear in your main navigation
Main Navigation
Hover on a main category to view and select the services you can access.
Utility Navigation
Access your alert messages from the Message Center tab.
Utility Navigation
Get access to online help or contact customer service from the Support tab.
Utility Navigation
Manage your account settings and users through the Administration tab.
System Notifications
An alert will display at the top of your page with important system notifications.
Informational Banner
Get helpful news and tips about KeyNavigator in this area on your dashboard.
My Key Contacts
No need to dig around for contact information on your KeyBank team. You can save their information to the bottom of the dashboard for easy access.
My Key Contacts
Adding a new contact is simple. Just select the '+' button to complete fields for a new contact.
My Key Contacts
A new contact has been saved to the bottom of your dashboard.
KeyNavigator: Customized & Personalized
Introducing customizable 'views' − Choose exactly which 'views' you want to see on your dashboard to help you complete everyday tasks more efficiently.
Views
These are the views that you have selected for your dashboard. Views are high level details and functions for key tasks that can be customized based on your needs.
Views
If you select Edit Views, you can change which views you have on your dashboard.
Views
To add an available 'view' to your dashboard, drag a 'view' from the catalog on the right to the list along the left.
Views
The new 'view' is now added to your dashboard.
Views
From the list along the left, you can also select the three-lined 'grab' icon to grab and drag an existing 'view' and move it up and down the list.
Views
A new 'view' has been added and moved up the list for quicker access.
Views
For select 'views', you can make further customizations by selecting the 'gears' icon within a given 'view'.
Views
Upon selecting the 'gears' icon, a pop-up window will be displayed with customization options for the given view.
Quicklinks
These are your 'quicklinks' − sections you can bookmark from across KeyNavigator. You can bookmark up to five 'quicklinks'.
Quicklinks
To modify the 'quicklinks' on your dashboard, select the 'gear' icon.
Quicklinks
Upon selecting the 'gear' icon, a pop-up window will be displayed with all 'quicklinks' available for you to bookmark. Your previously selected quicklinks will display with checkboxes.