{"id":1159,"date":"2023-08-14T08:54:40","date_gmt":"2023-08-14T08:54:40","guid":{"rendered":"https:\/\/sallythings.co.za\/help\/?post_type=kbx_knowledgebase&p=1159"},"modified":"2023-08-14T09:00:09","modified_gmt":"2023-08-14T09:00:09","slug":"portal-overview","status":"publish","type":"kbx_knowledgebase","link":"https:\/\/sallythings.co.za\/help\/sally-help\/portal-overview\/","title":{"rendered":"PORTAL: Overview"},"content":{"rendered":"

Designing your Portal<\/strong><\/p>\n

Portal Pages<\/strong>\u00a0are blank slate pages you customize with the content you choose. You can set them to be permissioned for just Contacts, just Staff, or a combination of Roles or individual users. You can build a\u00a0Portal Page<\/strong>\u00a0in one of two ways – using the classic Article Style Editor or our powerful\u00a0Content Block Editor.<\/p>\n

\"https:\/\/d33v4339jhl8k0.cloudfront.net\/docs\/assets\/5c7ef84204286350d088abbb\/images\/5ea2e73e2c7d3a7e9aeb92d2\/file-fGqzxUXy0S.png\"<\/p>\n

You’ll need content for your Contacts to view and resources for your Staff Members to access.<\/p>\n

\u00a0>\u00a0<\/em>Portal Pages<\/em><\/strong><\/p>\n

Assigning a Start Page<\/strong><\/p>\n

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.\u00a0 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.<\/p>\n

\u00a0>\u00a0<\/em>Start Page<\/em><\/strong><\/p>\n

Placeholder Links<\/strong><\/p>\n

Every Contact has their own unique navigation in their Portal, so how do you manage this when building their environment?\u00a0\u00a0Placeholder Links<\/strong>\u00a0are 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 who is logged into the platform.<\/p>\n

\u00a0>\u00a0<\/em>Placeholder Links<\/em><\/strong><\/p>\n

Content Categories<\/strong><\/p>\n

Different businesses have different needs for organizing the elements of their work. Using\u00a0Content Categories<\/strong>, 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 management.<\/p>\n

\u00a0>\u00a0<\/em>Content Categories<\/em><\/strong><\/p>\n

Custom Menus<\/strong><\/p>\n

Set the main Menu options to suit your needs. With\u00a0Custom Menus<\/strong>, 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.<\/p>\n

\u00a0>\u00a0<\/em>Custom Menus<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Designing your Portal Portal Pages\u00a0are blank slate pages you customize with the content you choose. You can set them to be permissioned for just Contacts, just Staff, or a combination of Roles or individual users. You can build a\u00a0Portal Page\u00a0in one of two ways – using the classic Article Style Editor or our powerful\u00a0Content Block […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"","kbx_category":[18,40],"kbx_tag":[],"class_list":["post-1159","kbx_knowledgebase","type-kbx_knowledgebase","status-publish","hentry","kbx_category-portal-content","kbx_category-default-section"],"_links":{"self":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1159","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=1159"}],"version-history":[{"count":1,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1159\/revisions"}],"predecessor-version":[{"id":1161,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_knowledgebase\/1159\/revisions\/1161"}],"wp:attachment":[{"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/media?parent=1159"}],"wp:term":[{"taxonomy":"kbx_category","embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_category?post=1159"},{"taxonomy":"kbx_tag","embeddable":true,"href":"https:\/\/sallythings.co.za\/help\/wp-json\/wp\/v2\/kbx_tag?post=1159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}