PORTAL: Overview

Designing your Portal

Portal Pages

You'll need content for your Contacts to view, and resources for your Staff Members to access. Portal Pages are blank slate pages that you can customize with any sort of content you'd like. You can set them to be permissioned for just Contacts, just Staff, or a combination of Roles or individual users. You can build a Portal Page in one of two ways - using the classic Article Style Editor, or our powerful Content Block Editor.

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Workspace Pages

A Workspace Page brings Contacts and Staff members together in a collaborative effort. Any user whom is assigned to a Workspace Page can edit it; they are then required to describe the changes they made, which is added to a change log. This is so that there is a clear record of progression to keep everyone involved in sync. You can collaborate on documents, announcements, or any other text-based content. A Workspace Page can be assigned to any number of Internal Staff or Contacts (excluding Leads).

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Assigning a Start Page

You can take one of those nice Portal Pages you've created and make it the first thing your Prospect or Client sees when they log into the platform.  After all, the first thing your Contact sees when they log in is important! As with any Portal Page, you can make it as personalized as you'd like.

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Placeholder Links

Every Contact has their own unique navigation in their Portal, so how do you manage this when building their environment?  Placeholder Links are dynamic - meaning they change depending on who is viewing them. These links can be used in Portal Pages, Project updates, Notices, etc., and will adapt to the correct Contact whom is logged into the platform.

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Content Categories

Different businesses have different needs for organizing the elements of their work. Using Content Categories, you can label different types of Companies or Events with your Contacts, create a complex hierarchy of Task Priorities, classify categories of your CRM Deals, and so much more. These labels appear as color-coded "tags" for easy managing.

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Custom Menus

Set the main Menu options to suit your needs. With Custom Menus, it's entirely up to you what Menu Items are visible to anyone on the platform. You can rename, reorder, hide based on Role, and even create new Menu Items.

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