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Organizing the contents of a portal


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Help users increase productivity by populating your portal with tools that have the most relevance to user roles.

The portal in your application can include a mix of ready-to-use and custom components. For example, a portal for an HR Manager persona can include an out-of-the-box Dashboard page. You can then expand the portal further by adding a ready-made case status widget that provides quick insight into the number of pending applications. At the same time, you can set up a custom landing page that lists all the employees on the manager's team who are on leave in a given week, to help your other users plan their work with the resources they have at hand.
  • Pages

    Pages help you present additional information to users. By placing pages within an application menu, you can provide users with resources that are relevant to their roles.

  • Organizing the main menu for a portal

    Build a navigation menu that effectively organizes the content of your portal by adding pages to the menu and determining the available case types.

  • Adding a widget to your dashboard

    Increase the productivity of your team by personalizing the dashboard with widgets that display relevant information. For example, you can design a workspace that includes a widget for frequently used reports to help managers save time and oversee their projects.

  • Containers in portals

    A portal is an interface through which users access documents, such as cases, dashboards, and pages. You use containers to arrange these items on the screen, and create a familiar work environment for your application.

  • 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.

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