Changes

When users log into your system, what will they see? The A '''Portal '''is the [[SmartSimple]] terminology for the graphical user interface that a [[User|user sees ]] will see upon login. The '''Portal '''interface will depend change for each user dependent on their roles [[User Role|role]] and what you , as [[Global User Administrator|System Administrator]], have configuredfor that role. This article will give you an overview of how to easily configure your portals for your users with the portal builder. We will also explore what options are available when creating a portal, and provide guidance on how best to use utilize these options.  ==Example of a Portal==Once a user has been [[User#Activating a User|activated]], they will be able to [[Login Page|log into]] your SmartSimple [[instance]].  :: [[File:My CSR portal.png|700px|border]] All the elements of a user's portal - such as the Main Menu links are displayed on the top header, what graphics or texts are displayed on each page, the user's personal menu items and more - are all highly configurable.

[[User Roles Role|User roles]] organize or group like users together, and in conjunction with permissions and other logic, control what people can see and do in SmartSimple. User Roles group like people together and are additive, meaning that a user may possess multiple roles, so roles need not be mutually exclusive. Typically, we group users on what they will be doing. Example: applicants, reviewers, and approvers, and by department: accounting, sales, partners.

There are two ways in which you can create a portal. You can create the portal on the Common role which is aggregated, meaning assets are shared across multiple roles, or you can create a portal on a single role. Iff If you take this path, assets will not be shared and users will need to flip between roles.

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* '''{| class="wikitable"|-!|Setting!|Description|-||Width''': ||Used to control the width of a section. Generally, avoid using this setting as single column is preferred for usability and accessibility reasons. Keep in mind if you set a width it may look good on your screen but it will look poor for users with different screen sizes. We recommend you leave this setting empty so the section will render full screen. If you must add a width then use percentage so it will scale.* '''|-||Height''': ||Used to control the height of a section. Generally, avoid using this setting as well. Different users will have different screen resolutions so what looks good for you won’t necessarily look good for them. By default, the height of a section will be large enough to hold whatever content is inside. If you use this setting your content may cut off and you may get a scroll bar inside your section. If you must use this setting then enter a pixel value but generally leave it empty.* '''|-||Shadow and ||Turn off the shadow|-||Margin options''': ||Turn off the shadow and margin.* '''|-||Background color''': ||Control the background color of the section.|}

# Go to the main menu '''Main Menu''' or user menu '''User Menu''' link with the content type set to “Sections”'''Sections'''.

# Click '''Save'''.

# Click the preview '''Preview''' button.