Smartstaff
2,091
edits
Changes
m
There are also two styles of header, the default and the compact.
If you are using the compact header (recommended) the The user menu appears on the far right and will display your initials, name or photo. The user menu is intended to hold links that pertain to the user, such as updating the user’s profile, the user’s organization, and possibly switching the user’s language.
If you are using the compact header (recommended), the The main menu will appear in line with the user menu. You can have three types of content in the main menu. A single page, sections, and subtabs, which are a drop-down menu of links. Essentially you will have a combination of links and drop-down links. Each link will take the user to a location. The main menu is intended to hold links to UTAs or other specific areas of the system.
====Header Style Compact====
The compact header style displays everything in a single line. It features consistent interactions, takes up less vertical real estate and looks more modern. We suggest you turn on this system-wide setting, but be aware it will affect all users for all roles. To enable the compact header, go to menu icon > global settings > branding > toggle on Enable Compact header.
[[File:Portal-compact-vs-default.png|thumb|none|500px|Compact header and default header]]
====Header Style Default====
By default, your header will have a user menu and main menu that are separated. Some users find this confusing and cluttered so you may want to avoid this style of header.
learn [[how to create a File:Portal-website themed portal -home.png|thumb|none|500px|Sample home pagein the <strong>Website</strong> theme]]
[[File<u>'''Note:Portal-website-home'''</u> to create the top banner, I used a section container and uploaded a background image and set the background opacity to Low and changed the font color to white. These controls are found on the display tab of this section. Inside the sub section I created a text template and set its width to 65% so the text does not cover the image at most resolutions.png|thumb|none|500px|Sample home page in website theme]]
Note: to create the top banner, I used a section container and uploaded ====Overlook Theme====The '''Overlook''' theme displays a background image layout well-suited for dashboards and set multiple columns that span the background opacity to Low and changed whole width of the font color to whitepage. These controls are found on the display tab of this section [[File:Portal-overlook-theme-home. Inside the sub section I created a text template and set its width to 65% so the text does not cover jpg|thumb|none|800px|Sample home page with the image at most resolutions.<strong>Overlook</strong> theme]]
→Structure of the Portal
=Overview=
A '''Portal '''is the [[SmartSimple]] terminology for the graphical user interface that a [[User|user]] sees upon login. The '''Portal '''interface for each user is dependent on the [[User Role|user role]] and how that role has been configured by the '''[[Global User Administrator|Global Administrator]]'''. This article will give you an overview of how to configure your portals for your users with the portal builder. We will explore what options are available when creating a portal and provide guidance on how best to 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]]
=Portal Building – Essentials=
==User Roles==
'''[[User Role|User roles]] ''' organize or group similar 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.
Before you can build a portal, you need to define user roles in your system. You can define new user roles by going to the '''Menu Icon''' > '''Roles and Security''' > '''User Roles'''.
Please note we take a most restrictive approach when it comes to permissions, so if you set one role to deny something, it will supersede all other permissions. This means if a user has 3 roles, and 2 roles have permission to do something but the third role does not, the user will not be able to do that action. So as a general practice it is better to add permission then to deny permission on a role. This way, the more roles you have, the more you can see and do in the system.
# See what funding programs are available and apply to those.
# See the status of their applications in progress and modify them.
# Update their profile and maybe /or their organization's profile.
# See a list of items that require their immediate attention, such as submitting a report or revising an application.
We can use the above to generate simple use cases for our sample grant applicant portal.
Now that we have '''User Roles ''' and we know what our users are going to do in the system, we can decide where we are going to create the portal.
==Common Aggregated Portal vs Single Role Portals==
==Structure of the Portal==
The portal header consists of 3 elements: the Logo, the user menu and the main menu.
[[File:Portal-compact.png|thumb|none|500px|Default and compact headers with elementsElements of the header]]
====Logo====
By default, your system logo will appear in the top left of the header. This logo should be 112 pixels high by approximately 250 pixels wide in PNG format. The width of the logo can vary but the height is constant. Transparent background is recommended for your logo in case you want to have a colored background on your header.Optionally, you can choose to display an alternate logo by uploading a different logo into a SmartFolder and then choose the SmartFolder option.You can also specify a different logo from a SmartFolder for each language you support. SoFor example, users who speak Spanish can see a different logo than users who speak English.
====User Menu====
If you create a link here, try to keep the caption to a word or two, like “Edit Profile” or “My Profile”.
====Main Menu====
Note: keep in mind the only links that should be in the main menu are the most important links that need to be present all the time. If something does not need to be always visible you may want to make it a shortcut instead. If you do create main menu links, keep the amount of links around 5 or less for usability. More links increase cognitive strain on users so always try to keep portals simple. Also, try to keep the captions of these links to 1 or 2 words.
[[File:Portal-link-subtab.png|thumb|none|500px|Two types of main menu links the page and section or the sub tab]]
====The Body of the Portal====
====Traditional Theme====
The traditional '''Traditional''' theme has boxes around each section. This theme enables you to fit more content inside a smaller area. Typically, this theme is used for people who are managing many tasks and who need to see a lot of information.
[[File:Portal-default-theme-home.png|thumb|none|500px|Sample home page in default the <strong>Traditional</strong> theme]]
<u>'''Note: '''</u> in the shortcut section I have toggled off margin and shadow for the shortcut section. This setting is found on the display tab of that section.
====Whitepaper Theme====
The '''Whitepaper ''' theme has no boxes. Everything is clean and white with extra padding, content is bigger for better visibility and text is aligned center. Typically, this theme is used for people who are doing a few simple tasks or by those who like a more modern look.
[[File:Portal-default-white-paper-home.png|thumb|none|500px|Sample home page in white paper the <strong>Whitepaper</strong> theme]]
====Website Theme====
The website '''Website''' theme was designed with imagery in mind. This theme looks more like a website with graphical banners and image shortcuts. Typically, this theme is used for people like applicants or volunteers, and when you want to convey a brand feeling or tone.Learn [[how to create a website themed portal page]]
====Portfolio Theme====
The traditional '''Portfolio''' theme has boxes around each sectiondisplays a user-centric layout with a constrained width that includes a new banner. This [[File:Portal-portfolio-theme enables you to fit more content inside a smaller area-home. Typically, this jpg|thumb|none|800px|Sample home page with the <strong>Portfolio</strong> theme]] ====Management Theme====The '''Management''' theme comes with a constrained width and is used suited for people who are managing many tasks multiple column layouts with rounded corners and who need to see a lot of informationno drop shadows.
[[File:Portal-portfoliomanagement-theme-home.jpg|thumb|none|800px|Sample home page with the '''Portfolio''' <strong>Management</strong> theme]]
===Section Settings===
