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− | You can create a simplified interface for a [[Role|role]] by using the [[Portal]] interface.
| + | [[REDIRECT: Creating a Portal Interface]] |
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− | [[Image:Rbp2.png]]
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− | ==Comparison between Menu and Portal Interfaces==
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− | The following table outlines the key differences between the two interfaces.
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− | {| border="1"
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− | |'''Feature'''
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− | |'''Administration'''
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− | |'''Portal'''
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− | |-
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− | |Navigation
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− | |Left Panel contains menu items.
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− | |Icons displayed in main panel and also optionally displayed in the left panel. Left panel icons can be suppressed.
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− | |-
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− | |Interface title
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− | |n/a
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− | |Portal title associated with the role is displayed next to the uploaded company image.
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− | |-
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− | |Home button
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− | |Left navigation below uploaded company image.
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− | |Top right of the window. Home button takes user back to Portal Icons.
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− | |-
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− | |Logout button
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− | |Left navigation below uploaded company image.
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− | |Top right of the window.
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− | |-
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− | |Personal Settings Link
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− | |Above uploaded company image.
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− | |Below uploaded company image.
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− | |}
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− | ==Steps to Create a Portal==
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− | A [[Portal]] interface is created using the following steps:
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− | * Click the [[Portal]] button in the [[Role|Roles]] list for the required role.
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− | * Add each icon and narrative text required.
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− | * 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.
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− | * 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|role]].
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− | * The [[Portal]] interface is automatically displayed to [[User|users]] in the associated [[Role|role]], and the [[Administration Interface|administration interface]] will no longer be displayed.
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− | * If the [[User|user]] is in multiple [[Role|roles]] with associated [[Portal|portals]], then a combined portal will be displayed. Duplicate icons from each [[Role|role]] are not displayed.
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− | * The [[Portal]] interface is never displayed to Global or Local [[Administrator|Administrators]]. If a [[User|user]] is an administrator and has other [[Role|roles]] with associated [[Portal|portals]], these are accessed through the '''Applications''', '''My Portal''' [[Menu|menu]].
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− | * You must enable an associated [[Menu|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|user]].
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− | If you want the portal [[User|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.
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− | ==See Also==
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− | * [[Portal design]]
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− | [[Category:Roles]][[Category:System Management]]
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