In this article we will explain how to manage your Portal Dashboard:

1. What is it

Portal Dashboard (or portal home page) is a page designed to be an entry point into a portal. It looks like this:

Benefits of having a portal dashboard are the following:

you can publish a welcome message for your clients with instructions and contact information
the notifications table lets you see what has happened in the portal since you visited it last
you and your clients can add comments. We will notify other portal users when new comments appear on the Dashboard

Portal Dashboard will appear automatically in each portal if the portal group was created after 5th of April 2024, so you do not need to do anything.

For portal groups created before that date, you need to turn it on manually. To do this:

Go to your chosen client portal group
Select Settings / Home
Add your portal group description which will appear on the top of the Dashboard page and Save
Finally, click on theOpen Portal Tab Configuration button

then perform these action:

At the end of this step, the above page should look like this:

You can now test your Dashboard by entering any existing portal in this group or by creating a new one:

There are two elements of the dashboard which need configuring:

The Description banner - this is where you can publish a welcome message or a short tutorial. To add a description click on the "Edit description" button
Comments - you can decide if you want comments enabled or not. To turn them on or off, go to portal group settings and use the checkbox. Note that commments are turned on by default

If you do not wish to have the dashboard turned on you can easily remove it. To do that:

2. Then remove Dashboard from the list of Selected Items and make sure that Documents is the top item on the list.

After this operation your portals will no longer have a Dashboard. Instead, when you enter a portal you will see the Documents tab like this: