Creating additional portals

Article Number:0401020

You can create portals in addition to the preset one and configure their content and layout using components called widgets.
You might want to create separate portals for different departments or purposes, showing only the information they need.

Examples of additional portals

Portal for company-wide announcements

You can create a portal that provides access to company-wide announcements, procedures, FAQs, and application forms to ensure clear communication across your organization.
It can be used to share information company-wide and handle internal inquiries in one place.

Screenshot: Example of a portal for company-wide announcements

Examples of widgets to use:

Department portal

You can create a separate portal dedicated to a specific department, making it easier for members of the department to do their work.
For example, a portal for the Sales Department can be used to display frequently checked information—such as the department's goals and sales figures—along with sales-related proposals and progress tracking, all in one place.

Screenshot: Example of a Sales Department portal

Examples of widgets to use:

Steps

Open the "Portal settings" screen

  1. Click the Options icon (the three dots) at the upper right of your current portal, then click Portal management.
    Screenshot: The "Options" icon and "Portal management" option are highlighted

  2. On the Portal management screen, click the Portals tab.

  3. Under Portals created by administrators, click Create portal.
    Screenshot: The "Create portal" button is highlighted The Portal settings screen will be displayed.

Set the portal name

  1. On the Portal settings screen, enter a name in the Portal name field.
    The Portal name field must be filled in. You can enter up to 128 characters.

Place widgets on the portal

  1. Drag widgets from the list and drop them where you want them to be displayed.
    Screenshot: Adding a widget to a portal

  2. If necessary, adjust the positions of the placed widgets by dragging them to the right locations.
    Screenshot: Adjusting the position of a widget

  3. If necessary, remove any unnecessary widgets by clicking the Settings icon (the gear-shaped icon) on them and selecting Delete.
    Screenshot: Deleting a widget

Edit the widgets' settings

  1. For each widget, click the Settings icon (the gear-shaped icon) and select Widget settings.
    Screenshot: The "Settings" icon and "Widget settings" option are highlighted

  2. On the settings screen of each widget, edit the settings as necessary and click Save.
    For details on the settings for each widget, refer to the following pages.

Activate the portal

  1. After making sure that your portal is as you want it, click Activate portal.

  2. On the dialog that asks if you're sure you want to save the portal's settings and make it available to use, click OK.