Client Portal Redesign — Layout & Hierarchy

Objective

• Establish a foundational redesign of the client portal layout to improve usability, visual hierarchy, and brand clarity
• Address recurring feedback that the current layout does not prioritize the right information for clients and agents
• Create a parent issue to house related portal UX improvements as they are identified

Background

• Initial feedback from Can surfaced two foundational concerns with the current portal layout:
• The map takes up a disproportionate amount of space at the top of the portal and appears across multiple surfaces, pushing more relevant content down
• The current layout does not clearly communicate company identity — agents opening the portal feel uncertain about which company it belongs to
• Can suggested a stacked company info block positioned on the left side above "Progress" as a potential alternative to the current layout, similar in format to an email signature but more compact
• Can explicitly noted inspector info should not be included in any persistent company block, as the assigned inspector may change between a client's initial portal access and when they later view their report
• ATT-1953 addresses a near-term branding fix (full-width signature block on portal and quote screen) and should be treated as an interim solution ahead of this broader redesign effort

Product Decisions

Locked

1. Inspector info exclusion — Inspector details should not appear in any persistent company identity block due to potential inspector changes across the lifecycle of an inspection

Open

1. Map placement — Should the map be moved, reduced, or hidden by default? What is the intended role of the map in the portal experience?
2. Company info placement — Is the left column above "Progress" the right position, or should this be revisited as part of a broader layout exploration?
3. Scope of surfaces — Which portal views are in scope for this redesign effort?
4. Relationship to ATT-1953 — Once this redesign progresses, does the interim signature block solution need to be revisited?

Scope

• Frontend — Portal layout and component hierarchy across relevant views. Specific component files to be referenced once codebase access is available.

References

• ATT-1953 — Add Company Signature Block to Client Portal and Quote Screen (interim branding fix)