2. Create and Organize a Portal
- Malissa BERRABAH
- Emilie Nucci
Permissions
By default, administrators and contributors are allowed to create portals.
The permission to create portals can be managed through the role configuration interface.
All individuals invited to collaborate on a portal are granted permission to organize the portal.
How it works
Create a portal
Click on “Create”
Click on “Create portal”
Click on “Name” field and fill the name of the portal
Click on “Description” field and fill the name of the portal
Click on “Create”
Configuration
The portal visibility can be configured. A project can activate the configuration of a metadata.
How to configure the access of portals for specific organization
Organize a portal
Once the portal is created, the user can access the portal builder, from which they can perform several actions, including adding:
Edit the portal title and description from the Settings menu
Add a cover image
Click on the cover space and browse an image
Please note that adding a cover image is optional. If the user leaves this area empty, the page will still display correctly without a cover image.
Images are optimized for delivery, meaning that if a user uploads a 4000px image, we will only display an adapted version in the interface.
Click on “Reposition” if you want to place the cover at a specific position
Move the image vertically to position it at a specific location
Confirm the position
Add a logo
Click on the logo space and browse an image
The logo is added to the portal
Add sections manually
Hover the section type you want to add and click on “+”
There are two types of sections:
Media sections, which can be populated with any type of media.
Text sections, which can be populated with text.
The section is added to the portal builder
Add sections by drag and drop
Grab the section type you want to add
Go to the place where you want to add the section
Drop the section
Populate a portal - Add text and assets within the sections
Add assets to a section
Click on “Search in DAM”
Select in the DAM the assets you want to add to this section
Click on “…”
Click “Add to portal”
Select the portal you want to add content to, or create a new one
Select the section you want to add content to, or create a new one
Add a description alonside the assets section
Hover the asset section, a toolbar will be displayed
Click on the “Edit” button
Click on the title field to edit the title’s section
Click on the description field to add a description to the section
Click on “Confirm”
Add a text to text section
Hover the text section, a toolbar will be displayed
Click on the “Edit” button
Click on the title field to edit the title’s section
Click on the description field to add the text
Click on “Confirm”
The portal is updated
Set up the portal filters
Hover the portal filters, a toolbar will be displayed
Click on the edit button
Select from the list, the filters you want to add or remove for this portal
Click on “Confirm”
Learn more on how to configure filters on a portal