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Creating a portal

Suggest edit Updated on April 11, 2020

Deliver a user experience that matches the needs of each user group by setting up portals. Portals are highly configurable interfaces that can help you to define how personas interact with your application.

You can create a dedicated portal for each persona, and populate each portal with prefabricated components that help users complete their tasks.
  1. In the navigation pane of App Studio, click Channels, and then click Portal.

  2. On the New Portal interface page, provide a meaningful name and description for the portal.

  3. Define the structure of your portal:

    ChoicesActions
    With a header and a navigation pane
    1. Hover over the Header, Left widget, and then click Configure.

    2. In the Header widget list, select the widget that you want to use as the header.

    3. In the Menu widget list, select the widget that you want to use as the menu.

    4. In the Default content (show on startup) list, select the page that you want to display by default.

    5. Click Submit.

    With a header
    1. Hover over the Header widget, and then click Configure.

    2. In the Header widget list, select the widget that you want to use as the header.

    3. In the Default content (show on startup) list, select the page that you want to display by default.

    4. Click Submit.

    With a bottom bar
    1. Hover over the Mobile - Slide Up widget, and then click Configure.

    2. In the Footer widget list, select the widget that you want to use as the footer.

    3. In the Default content (show on startup) list, select the page that you want to display by default.

    4. Click Submit.

  4. Click Save.

  • Adding the Pulse gadget to your application

    Provide a collaboration tool for users of your application by adding the Pulse gadget to your application. By posting, viewing, and commenting on messages, users can work together to resolve cases faster.

  • Providing persona-based access to a portal

    Create a personalized user experience by providing each user group with a specialized interface. By associating personas with portals, you can ensure that users see only the content that they need, which makes navigation more convenient.

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