Creating a Role Based Portal

You can create a simplified interface for a role by using the Portal interface.

Comparison between Menu and Portal Interfaces

The following table outlines the key differences between the two interfaces.

Feature	Administration	Portal
Navigation	Left Panel contains menu items.	Icons displayed in main panel and also optionally displayed in the left panel. Left panel icons can be suppressed.
Interface title	n/a	Portal title associated with the role is displayed next to the uploaded company image.
Home button	Left navigation below uploaded company image.	Top right of the window. Home button takes user back to Portal Icons.
Logout button	Left navigation below uploaded company image.	Top right of the window.
Personal Settings Link	Above uploaded company image.	Below uploaded company image.

Steps to Create a Portal

A Portal interface is created using the following steps:

• Click the Portal button in the Roles list for the required role.
• Add each icon and narrative text required.
• Most SmartSimple functions are selectable through the Shortcut List within the Portal screen, but other links can be manually added and associated with an icon and narrative text.
• A small wrench symbol is displayed to the left of the Portal button in the Role List view once a portal has been established for that role.
• The Portal interface is automatically displayed to users in the associated role, and the administration interface will no longer be displayed.
• If the user is in multiple roles with associated portals, then a combined portal will be displayed. Duplicate icons from each role are not displayed.
• The Portal interface is never displayed to Global or Local Administrators. If a user is an administrator and has other roles with associated portals, these are accessed through the Applications, My Portal menu.
• You must enable an associated menu item for the associated Portal Shortcut to function. If you do not, the system message – function not available please contact system administrator – will be displayed to the user.

If you want the portal user to see the people on-line feature, you must enable the People on-line menu for the role. There is no portal icon that represents this feature.

See Also

• Portal design