Add and manage portals
This page explains how to create a portal within a workspace, activate it, and manage it after creation. Understanding workspaces and portals explains the portal types and how portals relate to workspaces.
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What you see here depends on your workspace’s configuration. Your workspace, and the portal types available in it, are set up before you can add portals. To change them, contact your administrator. |
Add a portal
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Open your workspace.
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In the left-hand navigation, select Administration.
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Select Portal Management.
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Select Add Portal.
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In the Name field, enter a name for the portal.
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In the URL field, enter the URL for the portal.
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In the Type field, select a portal type from the dropdown.
Portal type cannot be changed after the portal is created. Each portal type is described in Understanding workspaces and portals. -
In the Locale field, select the default locale for the portal. The default is English (United Kingdom).
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Select Create.
The modal closes and the new portal appears in Portal Management. At this stage the portal is inactive and not accessible to users.
Activate a portal
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In Portal Management, locate the portal card.
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Select in the top-right corner of the card.
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Select Activate.
The portal becomes active and accessible to users. To deactivate a portal, select again and select Deactivate.
Configure portal settings
Portal settings allow you to update the portal name, URL, locale, and logo after creation.
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Open the portal.
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Select in the top-right of the portal view.
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Select Settings to open the settings panel.
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Update the Name, URL, or Locale fields as required.
The Type field is displayed but cannot be changed. -
To add or replace the portal logo, select Choose Asset. An asset picker opens. Select the logo asset and select Select.
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Select Save Changes.
Set portal permissions
By default, no permissions are set against a portal and all authenticated users in the workspace can access it. To restrict access to specific user groups, configure portal permissions.
| Only the user who created a portal can set or update its permissions. |
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In Portal Settings, select Settings.
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Under Portal Permissions, select Permissions.
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Select one or more user groups from the User Groups dropdown. The groups available are set up for your workspace in advance.
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Assign view or edit portal permissions to user groups by making a selection from the dropdown menu.
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Select Save Changes.
Only users in the selected groups can now access this portal. To remove a group, select next to the group name.