Before customizing your portal pages, you need to enable Edit Mode. This allows you to modify elements within your portal.
Click on the Edit Mode toggle in the top-right corner of your screen.
Once enabled, you can start making changes to your portal pages.
Step 1: Customize page settings
To tailor your portal pages, you can adjust layout settings, rename pages, and manage their visibility.
Click on the three dots (⋮) next to a page name in the left sidebar.
Select Page options from the opened menu.
Modify the page settings as needed:
Adjust font style to Default, Serif, or Monospace for a customized look.
Set page width to Standard, Wide, or Narrow based on how you want content displayed.
Enable the page cover by toggling it on to add a header image to the page.
Upload a cover image by selecting Upload Image or choosing an image from Unsplash.
These settings allow you to personalize how each portal page appears, improving both usability and branding.
Step 2: Rename a page and select the page icon
Renaming pages and adding icons help organize your portal and enhance navigation for users.
Rename a page
Click on the three dots (⋮) next to the page name in the left sidebar.
Select Rename from the menu.
Type in the new page name that better reflects its content or purpose.
Press Enter to save the changes.
Renaming pages ensures that users can easily identify sections of your portal, improving clarity and usability.
Add or change the page icon
Click on the icon next to the page name.
Choose an icon from the available options.
The selected icon will now appear next to the page name.
Adding icons makes it easier for users to quickly identify different sections of your portal, improving visual appeal and navigation efficiency.
Step 3: Duplicate a page
Duplicating a page allows you to quickly create a new version of an existing page without manually recreating its content.
Click on the three dots (⋮) next to the page name in the left sidebar.
Select Duplicate from the dropdown menu.
A copy of the page will be created with the same content.
Rename the duplicated page if needed by following Step 3.
This feature is useful when you need similar pages with slight variations or when creating template-based content.
Step 4: Add pages, groups, or embed external content
Organizing your portal effectively helps improve navigation and user experience. You can add new pages, create groups, or embed external pages.
Add a new page
Click on + Add New in the left sidebar.
Choose New Page from the options.
Select the page type (Form, Table, Kanban, or other layouts).
Customize the new page based on your needs.
Create a page group (menu)
Click on + Add New in the left sidebar.
Select New Group from the menu.
Name the group to categorize your pages effectively.
Drag and drop related pages into the group for better organization.
Embed an external content
Click on + Add New and select Embed Page.
Enter the URL of the external page you want to embed.
Save the settings to integrate the content seamlessly within your portal.
Adding pages and organizing them into groups enhances usability and ensures a structured workflow for users.
Step 5: Manage access permissions
Controlling access to your portal pages ensures that the right users can view or edit specific content.
Click on the three dots (⋮) next to the page name in the left sidebar.
Select Manage access from the menu.
Choose the appropriate access level:
Public – Anyone with the link can view the page.
Non-Logged-in Users – Allows access for users who are not logged into the portal.
Logged-in Users – Restricts access to only users who are logged in.
Specific User Access Levels – Grants access to selected users with predefined access roles.
All Team Members – Provides access to all team members within the workspace.
Specific Team Access Levels – Limits access to certain team members based on roles.
Click Save to apply your chosen access level.
Managing access ensures that only the right users can interact with your portal pages, maintaining security and usability.
Step 6: Reorder pages or groups
To keep your portal organized and user-friendly, you can rearrange pages and groups.
Navigate to the left sidebar where your pages and groups are listed.
Click and drag a page or group to its new position.
Drop it in the desired location to adjust the order.
Repeat the process to structure your portal for better navigation.
Organizing your pages ensures a logical flow, making it easier for users to find what they need and improving the overall user experience.
Step 7: Customize the form style in your portal
If your portal includes forms for users to submit, you can adjust their style to match your portal’s design and branding.
Navigate to the form page within your portal.
Click on Style Options in the top-right corner.
Select the Embed option or the Card option.
Customizing the form’s style enhances the user experience, ensuring a professional and cohesive design within your portal.
Step 8: Customize page content
Make your portal pages more engaging by adding and formatting content.
Navigate to the page you want to edit.
Click on the page content area to start editing.
Use the Insert (+) button or type
/to add elements such as:Images
Videos
Links
Lists
Format text using bold, italic, headings, or bullet points for better readability.
Click outside the content area to save your changes automatically.
Customizing page content helps improve user engagement and ensures that your portal pages effectively deliver information.