Difference between revisions of "Creating a Role Based Portal"

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(Steps to Create a Portal)
(Replaced content with "REDIRECT: Creating a Portal Interface")
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You can create a simplified interface for a [[Role|role]] by using the [[Portal]] interface.
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[[REDIRECT: Creating a Portal Interface]]
 
 
[[Image:Rbp2.png]]
 
 
==Comparison between Menu and Portal 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==
 
 
 
A [[Portal]] interface is created using the following steps:
 
* Click the [[Portal]] button in the [[Role|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|role]].
 
* 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.
 
* 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.
 
* 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]].
 
* 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]].
 
 
 
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.
 
 
 
==See Also==
 
* [[Portal design]]
 
 
 
[[Category:Roles]][[Category:System Management]]
 

Revision as of 07:18, 13 July 2017

REDIRECT: Creating a Portal Interface