Portal Settings

A portal is a centralized presentation of a certain type of information. As an essential tool for enterprise management, it enables the categorized aggregation of important company information.

In day-to-day enterprise management, users in different positions have varying areas of focus. By adding multiple portals, we can fulfill personalized requirements.

Accessing the portal page settings from the Admin Dashboard:

The Portal Library has the following four characteristics:

  1. System administrators can manage all portals, while regular members can only manage portals for which they have maintenance permissions.

  2. Portal Library settings are divided into PC and mobile versions.

  3. Operations such as adding, deleting, editing, and enabling portals are available.

  4. Viewing and maintenance permissions for portals can be configured.

Creating new Portal:

Enter a name for the new portal page. After creation, the details can be edited.

Icon: Customize Portal Icon. Description: You may give the portal a brief description here. Enable: Portal are disabled on default, and has to be enabled manually to take effect. Type: 1) Directory - A directory of OTHER portals, must contain at least one other portal as its child portal for this to display. (In other words, another portal can become a child portal by setting a parent portal page using the "Superior" option ) 2) Page - Portal displayed as a Webpage 3) Specified URL - Link to any URL (can be external) 4) System Page - Link to a any internal system page Superior: Sets a portal directory as the parent of current portal. Lock: Prevent further changes to the portal page. Usage Range: Users that has access to the portal page. Maintainer: Users that are able to edit the portal page Default Home: Users added to this setting will see the current portal page when they first login. Enable Tab: Once enabled, you can design multiple pages that are displayed in a tabbed style according to the options chosen. Page (Only for Page Type) : Designs the look of the portal.

Designing Portal Page

Click on the "Design" Button to start constructing a portal page.

Drag and Drop from the left panel to add components to the page based on types.

Then, you may change the properties, style and trigger event of the component using the right panel. Different settings are available for different components.

You may also drag the edges of the components to adjust its size. Click on "Save" button on the top right corner to save all the changes made.

Once Enabled, the portal page will appear on the home page of the users that belong to the "Usage Range" group.

You may also Export / Import portal pages locally.

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