{"id":1079,"date":"2023-08-14T08:50:41","date_gmt":"2023-08-14T08:50:41","guid":{"rendered":"https:\/\/sallythings.co.za\/help\/?post_type=kbx_knowledgebase&p=1079"},"modified":"2023-08-14T09:00:49","modified_gmt":"2023-08-14T09:00:49","slug":"pages-creating-a-portal-page","status":"publish","type":"kbx_knowledgebase","link":"https:\/\/sallythings.co.za\/help\/sally-help\/pages-creating-a-portal-page\/","title":{"rendered":"PAGES: Creating a Portal Page"},"content":{"rendered":"

What is a Portal Page?<\/strong><\/p>\n

A\u00a0Portal\u00a0Page<\/strong>\u00a0is a page that can be created, filled with information and resources (images, useful links, etc.), and assigned to Contacts and\/or Staff Members. You can use Portal Pages to share information, display announcements, videos, charts, and much more!<\/p>\n

Portal Pages can be accessed by any User who is assigned to it. You can assign users by Role, Circle, or individually. Multiple users viewing the Portal Page will see the same thing, except that any Dynamic Data Placeholders used will generate unique, personalized information.<\/p>\n

\u00a0to learn about Dynamic Data Placeholders<\/em><\/p>\n

You can also apply prebuilt\u00a0Portal Page Templates<\/strong>\u00a0to your Portal Page. More information is in the sections below.<\/p>\n

How do I create a Portal Page?<\/strong><\/p>\n

To create a new\u00a0Portal\u00a0Page, navigate to\u00a0Content\u00a0>\u00a0 Portal\u00a0Pages > Add New Page<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/630cf47b7164226be0c81100\/file-dMWKGTIXZZ.png\"<\/p>\n

TIP: This\u00a0<\/strong>Menu Item functions differently for Contacts, which you can read more about below.<\/p>\n

GENERAL PAGE ASSIGNMENTS & DETAILS<\/em><\/strong><\/p>\n

Assign Contact(s) to grant access to view this Portal page. If you would like to grant access to all Prospects and Clients, you can check the check box at the top of this subsection.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/620fd4e1d86136157d9a601b\/file-FxoNIEbfIk.png\"<\/p>\n

You can assign individual\u00a0Contacts<\/strong>\u00a0or all users in a\u00a0Circle<\/strong>.<\/p>\n

You can quickly create a Circle by clicking\u00a0+Add Circle<\/strong>.<\/p>\n

\u00a0to learn about Circles<\/em><\/p>\n

Assign Staff Member(s) to view this Portal Page. If you would like to grant access to all Internal users, you can check the box at the top of this subsection.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/620fd510d86136157d9a601e\/file-h3e2BVtttU.png\"<\/p>\n

You can assign individual\u00a0Staff Members<\/strong>\u00a0or all users in a\u00a0Team<\/strong>.<\/p>\n

\u00a0to learn about Teams<\/em><\/p>\n

CONFIGURE DYNAMIC MENU<\/em><\/strong><\/p>\n

Enable and disable a Category \/ Menu Group.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/620fd55739e5d05141b6b77f\/file-hoVorW9l9L.png\"<\/p>\n

Category \/ Menu Group:<\/strong>\u00a0This is the title of the (expandable) Mid Sub-Level Item that your Page will be nested within. For example, if we name this Menu Group “Account”, your Contact will navigate to\u00a0Pages > Account<\/strong>\u00a0to reveal the link to your Portal Page.<\/p>\n

Hide this Page in the Dynamic Pages Menu:<\/strong>\u00a0Enabling this option will remove the Page from the default\u00a0Pages<\/strong>\u00a0menu item in the main menu.<\/p>\n

TIP:\u00a0Role-based permissions\u00a0do not apply to the\u00a0Dynamic Pages Menu<\/strong>.\u00a0The Dynamic Pages Menu (DPM) is automatically built “on the fly” each time a user logs into the platform.\u00a0It is automatically populated with only the Portal Pages that the logged-in user has permission to view, and that is the reason you are not able to set the visibility using Custom Menus. If the logged-in user has not been assigned to any Portal Pages, then this “Pages” menu item will not show at all to that particular user.<\/p>\n

From\u00a0Custom Menus<\/strong>, you can control where this menu item is placed, and you can change the label of the menu item.<\/p>\n

You can manage whether or not Portal Pages show in the DPM from the\u00a0\u00a0assignments area<\/strong>\u00a0of the appropriate Portal Page(s).<\/p>\n

Page Title:<\/strong>\u00a0The full title that your Contact will see while viewing the Page. This is not to be confused with the Menu Title, which is how it is named in the Menu.<\/p>\n

Menu Title:<\/strong>\u00a0This is the name of the Sub-Level Menu Item that when clicked, will bring your Contact to this page. For example, if we name this Menu Title “Product A” and we’ve named the Menu Group from earlier “Account,” your Contact will navigate to\u00a0Pages > Account > Product A<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/5ea333f42c7d3a7e9aeb98db\/file-GUoKfLKT1V.png\"<\/p>\n

IMPORTANT: The Client-side Pages menu is\u00a0Auto-Generated<\/strong>\u00a0and\u00a0Auto-Organized\u00a0<\/strong>based on the Admin’s configured settings. If a Client does not have Portal Pages assigned, then they\u00a0WILL NOT<\/strong>\u00a0see the Pages menu in their navigation.<\/p>\n

EDIT PAGE CONTENT<\/em><\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/5ea9828d042863474d19d573\/file-ED8TugItc9.png\"<\/p>\n

Begin by choosing either the\u00a0Block Editor<\/strong>\u00a0or the\u00a0Article Editor<\/strong>. Both Editors are capable of creating rich HTML pages that include images, formatted text, etc. You can even switch to the HTML source and embed code from other sources such as YouTube, Vimeo or Google Docs.<\/p>\n

\u00a0to learn about the Content Block Editor<\/em><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/609011973149d33a19c72fce\/file-S4EThOcIP2.png\"<\/strong><\/p>\n

You can click the icon shown above to\u00a0Save<\/strong>\u00a0the Page at any time.<\/p>\n

How do I preview the Page?<\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/609011318996210f18bd99de\/file-1MMhaMqa1o.png\"<\/p>\n

To see a preview of the Page, click the icon shown above.<\/p>\n

A preview of the Page will appear in a\u00a0modal<\/strong>. You can switch between how the content will appear on a\u00a0desktop<\/strong>,\u00a0tablet<\/strong>, or\u00a0mobile phone<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608b013a8af76a714bfdca4d\/file-ML3VcW4DBW.png\"<\/p>\n

You can also choose to preview the Page as a particular user by selecting from the\u00a0Preview As<\/strong>\u00a0dropdown menu.<\/p>\n

TIP: If you are using Placeholders (including Forms), you will not be able to see the generated data until you preview it as a user.<\/p>\n

How do I configure Styling Options?<\/strong><\/p>\n

Click the palette icon shown below to configure styling options for the Page.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/60901149f8c0ef2d98df8ae8\/file-2KM93sF4ht.png\"<\/p>\n

CHANGE\/HIDE THE PAGE TITLE BAR<\/em><\/strong><\/p>\n

Enabling this setting will allow you to choose one of two options for the\u00a0\u00a0Page Title Bar<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608c16b6f8c0ef2d98df82f9\/file-WfhEGsBFGg.png\"<\/p>\n

The Title Bar is a small strip that extends across the top of a window or tab.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608bf674e0324b5fdfd109b5\/file-kenUNyG5uZ.png\"<\/p>\n

Completely hide the Page Title Bar:<\/strong>\u00a0This will remove the Page Title Bar from view.<\/p>\n

Change the font\/colors of the Page Title Bar:<\/strong>\u00a0This will display the Page Title Bar but will give you the ability to customize the color of the text and background. You can choose the color from a Color Picker for each field.<\/p>\n

CHANGE\/HIDE THE CONTENT CARD<\/em><\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608bf6aef8c0ef2d98df8220\/file-Ys2NgfnRAA.png\"<\/p>\n

Enabling this setting will allow you to choose one of two options for the\u00a0Content Card<\/strong>. The Content Card is the background behind the content (default white).<\/p>\n

Completely Hide the Content Card:<\/strong>\u00a0This will remove the border around the content you see all throughout the platform.<\/p>\n

Change the colors of the Content Card:<\/strong>\u00a0This will display the Content Card but will give you the ability to customize the color of the text and background. You can choose the color from a Color Picker for each field.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608bfb898996210f18bd915b\/file-eaXOJ8Pk5H.png\"<\/em><\/strong><\/p>\n

CHANGE THE COLOR\/PATTERN OF THE PRIMARY BACKGROUND<\/em><\/strong><\/p>\n

Enabling this setting will allow you to choose one of three options for the\u00a0Primary Background<\/strong>. The Primary Background is the main background (default light gray).<\/p>\n

Change the Color of the Primary Background:<\/strong>\u00a0If enabled, you’ll be able to choose a color with a Color Picker. You can also use the texture\/pattern overlay option in addition to this one if desired.<\/p>\n

Use a background image instead of a background color:<\/strong>\u00a0If enabled, you’ll be able to choose an image to display with a File Uploader.<\/p>\n

Show a texture\/pattern overlay over top of the background color\/image:<\/strong>\u00a0If enabled, you’ll be able to choose from a selection of patterns along with the pattern color and opacity. You can still set the Primary Background color to be used in conjunction with this option.<\/p>\n

CUSTOM CSS\/JS<\/em><\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608c029af8c0ef2d98df826f\/file-DrDG7XNF3F.png\"<\/p>\n

Advanced users can input their own\u00a0Custom CSS<\/strong>\u00a0or\u00a0Custom JS<\/strong>\u00a0into this section to further customize your Page.<\/p>\n

IMPORTANT: Any configurations you set in Styling Options will NOT be visible in the editor. To see the changes, you should use\u00a0Preview Mode<\/strong>.<\/p>\n

How do I configure Notification Settings?<\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/60901165e0324b5fdfd11264\/file-t37P48LrqF.png\"<\/p>\n

Click the icon shown above to configure Notification settings for this Page.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/608c06723149d33a19c72775\/file-p80DADASN0.png\"<\/p>\n

You can choose to send an email notification to all newly-assigned users letting them know they’ve been given access to this page. This option will not be available if “Allow all logged-in Client(s)\/Prospect(s) to access this Page” is checked in the\u00a0External Assignments<\/strong>\u00a0section.<\/p>\n

You can also choose to send an email notification to all assigned users any time a change is made to the Page.<\/p>\n

How do I apply a Portal Page Template?<\/strong><\/p>\n

While creating or editing a Portal Page, you can apply a\u00a0Portal Page Template<\/strong>\u00a0with preloaded content, so that you don’t have to build the Page from scratch.<\/p>\n

learn about Portal Page Templates<\/em><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/609011798af76a714bfdd6ef\/file-fFnYoI96BT.png\"<\/p>\n

Click the icon shown above to select a Portal Page Template to load.<\/p>\n

A modal will appear with a preview screen, in which you can choose your\u00a0\u00a0Portal Page Template<\/strong>\u00a0from the dropdown menu at the top.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6054cd9ec44f5d025f445f0b\/file-kiBr28FUWm.png\"<\/p>\n

Once applied, you will be able to continue to edit the Portal Page as normal.<\/p>\n

How do I switch between my Portal Pages?<\/strong><\/p>\n

While working on a Portal Page you can easily switch to a different Page by clicking on the dropdown and selecting one from the list. You will see this dropdown on the top right and it will be titled the name of the current Page you are working on. If you are working on a brand new unnamed page the dropdown will be blank.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6297932792cb8c175b468e2a\/file-f5cLxCBBwx.gif\"<\/p>\n

How do I manage my Portal Pages?<\/strong><\/p>\n

Once you have Pages created, navigate to\u00a0Pages > Portal Pages > Manage Pages<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/630cf334037bc877147b3f81\/file-vPVACxqw3X.png\"<\/p>\n

Click the\u00a0Options<\/strong>\u00a0menu button beside a Page you would like to manage.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/63f8f6c90064af3c7159e45f\/file-M4iQv5DjSt.png\"<\/p>\n

Edit:<\/strong>\u00a0You can edit the assignment details, menu display, and Editor content, exactly as when you were creating the Page.<\/p>\n

View:<\/strong>\u00a0Preview the Page (with the Placeholder tags showing).<\/p>\n

Assign a Start Page:<\/strong>\u00a0Select this option to automatically direct the user to this Page when they log in. It will bring up a window in which you can choose users and\/or Circles from the respective dropdown menus.<\/p>\n

\u00a0to learn about Start Pages<\/em><\/p>\n

Save as Template:<\/strong>\u00a0You can save the content as a Portal Page Template, which you can use to apply to other Pages.<\/p>\n

\u00a0to learn about Portal Page Templates<\/em><\/p>\n

Duplicate:<\/strong>\u00a0Create a copy of the Page. Clicking this option will automatically direct you to the Editing screen of the copy.<\/p>\n

Make Dashboard:<\/strong>\u00a0Add this Page to your list of available Dashboards.<\/p>\n

\u00a0to learn about Dynamic Dashboards<\/em><\/p>\n

Delete:<\/strong>\u00a0Remove the Page from the platform.\u00a0Note: This cannot be undone.<\/em><\/p>\n

How do I update the Visibility Settings?<\/strong><\/p>\n

Go to\u00a0\u00a0Content<\/strong>\u00a0>\u00a0Portal Pages<\/strong>\u00a0>\u00a0Manage Pages<\/strong>\u00a0>\u00a0Settings<\/strong>. You can now choose which Staff Members will be able to access\u00a0Manage Pages.<\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/62ab5501f6341f7edc2a5c4a\/file-VixCMLfwvI.png\"<\/p>\n

You can choose to designate access to\u00a0Manage Pages<\/strong>\u00a0based on\u00a0Role<\/strong>,\u00a0Individual User<\/strong>, or\u00a0Team<\/strong>.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/62ab556d06aa975578463006\/file-YzaHQvZeEe.png\"<\/p>\n

How do I change the order of my Pages in the Menu?Navigate to\u00a0Content > Portal Pages > Manage Order.<\/strong><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/630cf581c713d51da3ed98be\/file-GlQO4YNMPn.png\"<\/p>\n

Click the\u00a0\u00a0Menu Group<\/strong>\u00a0you would like to rearrange. Under\u00a0Order Pages<\/strong>, click and drag the Menu Items to your desired order.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/5ebee5e32c7d3a5ea54b2c09\/file-CNQkVCTo9N.gif\"<\/p>\n

TIP: If you want to change the order of the\u00a0Page Categories<\/strong>\u00a0in the main menu, you can do this from\u00a0Flyout Menu > Content Categories<\/strong>.<\/p>\n

learn about Content Categories<\/em><\/p>\n

What does the Contact See?<\/strong><\/p>\n

When you assign a Portal Page to a Contact, their\u00a0\u00a0Pages\u00a0<\/strong>Menu Item will be structured depending on how it was configured.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/5ea98eb7042863474d19d682\/file-W6QrlVIrwm.png\"<\/p>\n

Content\u00a0<\/strong>functions as a Top-Level Menu Item just as it does for Staff. However, the nested Sub-Level Items will be what you specified as the\u00a0Category \/ Menu Group<\/strong>\u00a0and the\u00a0Menu Title<\/strong>\u00a0of the Portal Page.<\/p>\n

How do I change “Content” to something else?<\/strong><\/p>\n

Most menu item names can be changed with\u00a0Custom Menus<\/strong>. However, changing the name for Content will only change it for the Staff-side.<\/p>\n

To change “Content” on the Staff side, navigate to\u00a0Flyout Menu > Custom Menus<\/strong>.<\/p>\n

\u00a0to learn about Custom Menus<\/em><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6054c8763f70ab34d9ba1065\/file-kPQdBVBQGK.png\"<\/p>\n

Click the icon and input the desired name.<\/p>\n

To change the “Content” menu item name for Contacts, you’ll need to use our\u00a0Translations<\/strong>\u00a0tool.<\/p>\n

Navigate to\u00a0Flyout Menu > Translations (beta)<\/strong>.<\/p>\n

\u00a0to learn about Translations<\/em><\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6054c914c44f5d025f445ee0\/file-IDZzJ8whp7.png\"<\/p>\n

Enable Translations, then type “content” in the search field. Check the\u00a0Hide Empty Groups<\/strong>\u00a0box for an easier search.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6054c977c44f5d025f445ee6\/file-xmfM78tm3n.png\"<\/p>\n

The following is where the\u00a0Pages<\/strong>\u00a0menu label is located.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/6054ca320ad05379b10ceada\/file-79PnSAteDB.png\"<\/p>\n","protected":false},"excerpt":{"rendered":"

What is a Portal Page? A\u00a0Portal\u00a0Page\u00a0is a page that can be created, filled with information and resources (images, useful links, etc.), and assigned to Contacts and\/or Staff Members. You can use Portal Pages to share information, display announcements, videos, charts, and much more! Portal Pages can be accessed by any User who is assigned to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"","kbx_category":[40],"kbx_tag":[],"class_list":["post-1079","kbx_knowledgebase","type-kbx_knowledgebase","status-publish","hentry","kbx_category-default-section"],"_links":{"self":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase"}],"about":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/types\/kbx_knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/comments?post=1079"}],"version-history":[{"count":1,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1079\/revisions"}],"predecessor-version":[{"id":1111,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1079\/revisions\/1111"}],"wp:attachment":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/media?parent=1079"}],"wp:term":[{"taxonomy":"kbx_category","embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_category?post=1079"},{"taxonomy":"kbx_tag","embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_tag?post=1079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}