Software Guide: Portals

Portals are pages which can be created to customize the information that you are showing to a specific role (e.g. Parents, Students, or Faculty and Staff). You can use Account elements, Posts elements set to specifically show to a role, Groups elements, and more which show content for a specific person. However, at it's core, a Portal page is simply a Composer page which utlizes elements and is "Access Controlled" to get started on your portals check out the videos below! 

Getting Started

In this short video you will learn about what constitutes a portal page and how you can create your own.

Length: 3:23
Link

Practice

COMPLETE THE FOLLOWING TASKS (ON YOUR OWN WEBSITE)

  1. If you do not have a Portals branch please create one.

  2. Create a Portal page for one of your primary Roles (Faculty/Student/Parent/Alumni..)

  3. Set the correct permissions to this portal page.

  4. Set the landing page to route the corresponding Role to this new portal page.

  5. Add at least two dynamic elements to the Portal page.

Next Composer Webinar

There are no calendar event details to display

Frequently Asked Questions

What elements can be used in Portals?

Any elements can be used in Portals! However, there are a few which can show information based on the user who is logged in. Examples of those elements are:

The Account Element

The Posts Element

The Constituent Map Element

and More!

How do I password protect my Portals?

To password protect your portals, navigate to the portal page and then click on the pink page settings gear on the bottom right hand side of the page. Then select "Access Controls" from the settings menu. 

For more information, our Knowledge Base article on this topic. You will want to scroll down to the "Restricting Page Visibility to members of Groups or Roles" section of the article.

Are there any examples of Portals?

Although we can't show private (behind the password portals),  our Design Library has a few examples of public ones to get you started.