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Permissions
Visibility of portals
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1️⃣ Click on “Boards and portals”
2️⃣ Click on “Portals”
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Refine the List of portals with Filters
1️⃣ Click on the 'Roles' filter to narrow down the list of portals based on the user's assigned role in the portal.
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➡️ Learn how to customize the portal list filters
Refine the list with keywords
Use full-text search to narrow down the list of portals. This search is based solely on the portal's title and description.
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Display Archived Portals
1️⃣ Click Show archived portals to view the archived portals
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Display Mode
By default, two display modes are available. The user can switch between modes based on their needs:
Block
List
Sorting Mode
By default, three sorting modes are available:
Most recent
Recently updated (default sorting mode)
Name
Searching for a Portal through the DAM
The DAM search functionality now includes portals in its results. If portals matching the search criteria are found, a dedicated section will display suggested portals for the user. This section can show up to 10 suggested portals, allowing the user to directly access a portal by clicking on it.
1️⃣ Click the Search Field or Select a Filter in the DAM Search
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Result Display Rules
Priority based on title and description: For each search, the system checks if the titles or descriptions of existing portals contain the searched keywords or filters. If so, these portals are prioritized in the list of results.
Priority based on associated media: If the search returns media that belong to a portal, the portals containing the highest number of matching media are prioritized. This ensures that the most relevant portals for the user appear at the top of the list.
Excluding Specific Portals from Search
It is possible to exclude certain specific portals from the search results. Exclusion can be based on an existing field in the portal data model (for example, private portals are excluded by default). If a project wishes to offer users the option to specify, during portal creation, whether the portal should be indexed in the search or not, this is possible by creating a new field in the portal structure and modifying the search query accordingly.
➡️ How to Configure the Search to Exclude Specific Portals