Add and manage portals
This page explains how to create a portal within a workspace, activate it, and manage it after creation. For an explanation of portal types and how portals relate to workspaces, see Understanding workspaces and portals.
| Before you begin, ensure you have Set up a workspace. |
Add a portal
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Open your workspace.
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In the left-hand navigation, select Administration.
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Select Portal Management.
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Select Add Portal.
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In the Name field, enter a name for the portal.
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In the URL field, enter the URL for the portal.
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In the Type field, select a portal type from the dropdown.
Portal type cannot be changed after the portal is created. See Understanding workspaces and portals for a description of each portal type. -
In the Locale field, select the default locale for the portal. The default is English (United Kingdom).
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Select Create.
The modal closes and the new portal appears in Portal Management. At this stage the portal is inactive and not accessible to users.
Activate a portal
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In Portal Management, locate the portal card.
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Select the … menu in the top-right corner of the card.
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Select Activate.
The portal becomes active and accessible to users. To deactivate a portal, select the … menu again and select Deactivate.
Configure portal settings
Portal settings allow you to update the portal name, URL, locale, and logo after creation.
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Open the portal.
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Select the cog icon in the top-right of the portal view.
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Select Portal Settings.
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Select Settings to open the settings panel.
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Update the Name, URL, or Locale fields as required.
The Type field is displayed but cannot be changed. -
To add or replace the portal logo, select Choose Asset. An asset picker opens. Select the logo asset and select Select.
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Select Save Changes.
Set portal permissions
By default, no permissions are set against a portal and all authenticated users in the workspace can access it. To restrict access to specific user groups, configure portal permissions.
| Only the user who created a portal can set or update its permissions. |
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In Portal Settings, select Settings.
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Under Portal Permissions, select Permissions.
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Select one or more user groups from the User Groups dropdown. Groups are defined in LUMA.
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Select Save Changes.
Only users in the selected groups can now access this portal. To remove a group, select the bin icon next to the group name.