Portals offer a simplified user experience tailored for non-employee users. They can be customized to suit the specific needs of each end user persona, providing easy access to customized forms, insights, and dashboards all on one landing page. Building a portal involves naming it, providing high-level instructions, creating sections with accompanying instructions, and linking forms, insights, or dashboards to these sections. The organizational hierarchy allows for centralized administration of multiple portal experiences using a single administrative tool.
Creating A Portal
When creating a Portal Page
- Go to Admin > Portal Page.
- Click the Add New Portal Page button.
- Name the portal on top of the Create New Portal Page.
- Describe the portal on top of the Create New Portal Page.
- Select the organization/s to assign to the portal.
- Click the Save button.
All users within the assigned organizations will see the page upon login. Portal Organizations can only be assigned to one Portal Page.
There is text box below the Title Welcome to the Portal that can be customized with a welcome or reminder.
Adding a Group to a Portal
A Group is a container with a set of instructions that can hold multiple forms. To create a new Group, write some instructions or a header for the form or forms, the select 'Add Group'. A new container will appear with the heading/instructions at the top.
Delete a Group by selecting the 'Remove Group' button to the top right of the container.
Adding a Form to a Portal
Select 'Add Form' button to select a form to assign to the container, then select 'Add'. When you have selected all the forms for the container, press the 'X' to close the modal.
Delete a form from a container using the trash can to the right of the form name.