Build and Configure a Portal

The portal builder lets Global Administrators create and configure the pages, sections, and menu links that make up each user's SmartSimple experience. Because portals are tied to user roles, building a well-structured portal means each role group sees a focused, relevant interface rather than a cluttered screen of unrelated options. For definitions of each portal setting, see Portal Settings Reference.

Who: Global Administrators

When to Use the Portal Builder

Use the portal builder to:

• Create a new portal for a user that does not have one.
• Update an existing portal when a program's workflow or navigation requirements change.
• Add a new section or link after a new SmartSimple feature or module is enabled.
• Reorganize a portal's layout to improve usability for a specific user group.

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Create a Portal

1. Click the System Administration gear in the upper navigation bar, and then select Global Settings from the drop-down menu.
2. Click the Users tab, locate the General Settings section, and then click Portals.
3. Click the New Portal [+] button.
4. Click the Portal Name field and enter a name for the portal.
5. Select a role from the User Role drop-down menu.
6. Click Save.

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Add Pages to a Portal

1. From the Edit Portals screen, locate the Portal Page section and click the Add Portal Page [+] button.
2. Enter a page Name and Caption.
3. Toggle Display As Header Link on to display the portal page.
   • When toggled off, the page can still be referenced via a shortcut link, but it will not appear in the header.
4. Click Save.
5. Repeat for each additional page required.

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Add and Configure Sections

1. From the Edit Portal Page screen, click Sections next to Type.
2. Click the Add Section [+] button.
3. Enter a section Name and select a Type from the drop-down menu.
4. Configure the section properties.
5. Click Save.
   • Drag sections to reorder them on the page as needed.

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Configure Portal Links

1. Within the portal, navigate to the Main Menu or Personal Menu configuration and click Add Link.
2. Select a Link Type from the drop-down menu.
3. Enter the link label and destination.
4. Set display conditions if the link should appear only under certain circumstances.
5. Click Save.

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Assign a Portal to a User Role

1. Click the System Administration gear in the upper navigation bar, and then select Roles and Security from the drop-down menu.
2. Locate the Roles and Categories section and click User Roles.
3. Click the edit [pencil] icon next to the user role you want to assign the portal to.
4. In the Portal field, select the portal you created.
5. Click Save.
   • Log in as a test user with that role to verify the portal displays correctly.

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