Difference between revisions of "Creating a Role Based Portal"
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The following table outlines the key differences between the two interfaces. | The following table outlines the key differences between the two interfaces. | ||
| − | + | {| border="1" | |
| + | |'''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== | ==Steps to Create a Portal== | ||
Revision as of 09:31, 2 October 2013
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.
