Portal Pages Description

A Portal Page is a page that can be created, filled with information and resources (images, useful links, etc), and assigned to specific Contacts in your installation. Portal Pages can be assigned to one, some, or all Contacts in an installation (excluding Leads). Any Contact that is assigned to a Portal Page will be able to access that page, and they will see generally the same info as any other Contact (with exceptions being placeholders that are in the page, which render unique information based on who is logged in). You can use Portal Pages to share information, display announcements, and much more, depending on your needs.

Creating A New Portal Page

To create a new Portal Page, simply navigate to Portals from the top menu, and click the + button.

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From there, you will be presented with a form which you can use to create your new Portal Page, and assign it accordingly. There are also a list of placeholders displayed, which you can use inside the page content field. These placeholders will dynamically insert the corresponding information (such as the client’s email address) wherever the placeholder is placed within the page, and what info is displayed will change depending on what user is logged-in and viewing the page.

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Assign Users

Use this field to assign desired users to the Portal Page. Users who are defined as either Clients or Prospects can be assigned to a Portal Page.

Assign Circles

Use this field to assign desired Circles to the Portal Page. You can also optionally use the + button next to the field to quickly create a new Circle, if you don’t already have one created that you need.

Category

Use this field to assign the Portal Page to a Category. You can also optionally use the + button next to the field to quickly create a new Category if you don’t already have one created that you need.

Title

Use this field to define the main title for the Portal Page. This title will appear in several places, such as in the Portal Page admin table, as well as at the top of the page when any assigned user is viewing the Portal Page.

Menu Title

Use this field to define the menu title for the Portal Page. This is the title that will be used to link the Portal Page inside the dropdown menu that displays for clients when they hover over the main “Portal Pages” top menu item. Generally, you will want to keep the Menu Title short (just a few words), so it will look nice in the menu.

Content

Use this field to add your desired page content for the Portal Page. Basic text can be entered, or you can copy/paste more complex content from other sources. Additionally, you have the option to create the page content entirely using HTML, by clicking the “<>” button in the left corner of the editor toolbar.

When the Portal Page is created and assigned the way you like, just click “Save” to save the new page. Assigned users will be notified via email about the new page, and they will be able to login and view it immediately.