Portal Setup

Use these instructions to help with all aspects of setting up your portal for users. Click here if you want to learn more about updating your portal color settings. 

IMPORTANT! START HERE!

All instructions for this section start with these steps. 

Go to System > Settings > Portal Setup.

Skip to How to Insert Snippets.

Skip to How to Change Tab Headings in the Portal.

Click here to learn more about How to Update Portal Color Settings.

How to Control Different Portal Tabs

1. Click on the tab you wish to make active/ inactive to expand the settings. Under the subtabs, there are options for what to display. 
   • Check the Show in Portal checkbox to make this option visible.
   • To make inactive, make sure the Show in Portal checkbox is unchecked. 
   • Click the Save button in the tab you made the changes to.
     (Right-click and "Open image in new tab" to enlarge)
     
     

How to Insert Snippets

1. Expand the tab you want to add a snippet and click the Activate Snippet button:
   (Right-click and "Open image in new tab" to enlarge)     
   
   
2. Click the Refresh button at the top left of the Portal Setup page (not your browser window refresh button).
   PRO TIP! This will take several seconds to reload!
   
   
   
3. Now click the correct tab again and click the Edit Snippet button.
   
   
   
4. Write what you want into the textbox. Click the Save or Save and Back button. 
   (Right-click and "Open image in new tab" to enlarge) 
   
   
   

How to Change Tab Headings in the Portal

1. Click on the tab you want to rename. 
   • Type the new tab title into the Display Title in Portal field. 
   • Click the Save button in the tab you made the changes to.