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Portals

737 bytes added, 17:26, 28 June 2019
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=Overview=
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 depend see. The '''Portal '''interface will 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]]. The first page that they see is the '''Portal. '''The below image is an example of what a portal might look like:  :: [[File:My CSR portal.png|900px|border]]  All the elements of a user's portal - such as what tabs are displayed on the top header, what graphics or texts are displayed on the main dashboard page, the user's personal menu items and more - are all highly configurable. 
==Portal Building – Essentials==
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This link type takes the user to their organization profile. By default, if you have permission to edit the profile you will be taken directly into edit mode. You can toggle off this setting if you want to bring everyone to the profile in view mode.
 
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||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.
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