Portals

Use this window to create Portals. Each portal has one or more links assigned to them. The portals can be assigned to appear in your Mail Client, Content Administration, System Administration, and Reporter. The Portals toolbar allows you to create, edit, delete, reorder, and navigate portals.

To open the Portals window, click Adapters then Portals in Content Administration.

NOTE: If a portal consists of only one link, then the left frame is minimized and does not appear on selecting that portal tab. Instead, the link is executed to occupy the screen with the corresponding web page as one frame. The link is refreshed every time the portal is visited regardless of the  Refresh on click setting.

Portals Toolbar

Create a new entry

Click this icon to create a new portal.

Save changes made to the entry

Saves the changes made to the portal entry selected

Delete this entry

Deletes the corresponding portal entry selected

Refresh the list

Refreshes the list

Reorder portal

Change the order of the portals by using this Reorder portal icon.

Display Previous Entry

Use this icon to navigate to the previous entry in the list. You can use this icon to navigate the list until  the first entry is reached. This icon is disabled when the first entry in the list is reached.

Display Next Entry

Use this icon to navigate to the next entry in the list. You can use this icon to navigate the list until the last entry is reached. This icon is disabled when the last entry in the list is reached.

 

Creating a Portal entry

Select the Create an new entry icon to create a new portal and enter the required information in the Portal pane.

General section

Name

Enter a name for the portal.

Description

Optional text, usually indicating the purpose of the portal

 

Settings section

You can customize the settings in this section according to your preference.

Enabled

Select this check box to ensure that the portal tab appears enabled while viewing the various Response clients.

Refresh on click

Select this option if you want to refresh the portal browser to display the updated content corresponding to the link selected, even after switching back and forth between the client tab.

Target clients

Select the target clients where you want the portal tab to be displayed. The various clients include: Mail, Content administration, System administration, and Reporter. The portal tabs can be displayed on any or all of the clients.

Allow Open Window

Select this option to allow pop-up windows in a Web page within a portal. By default, pop-up windows are disabled.

NOTE: This setting works regardless of any pop-up blockers installed on the client browser.

 Hide Add To Reply

Select this option to display or hide the Add To Reply and Add selection to Reply buttons that appear below any Web page browsed. Selecting this option hides the buttons.

Single Sign On

Select this option to have the portal use the Response user credentials to sign in to the selected portal page.

 

Assignments section

Available Links

Lists the links that are available for assignment

Assigned Links

Lists the links that have been assigned to that particular portal

Add

Select this button after selecting one or more links from the Available Links list to assign them to a portal. This action moves the selected links from the Available Links list to the Assigned Links list.

Remove

Select this button after selecting one or more links from the Assigned Links list to remove the assignment of the links to a portal. This action moves the selected links from the Assigned Links list to the Available Links list.

After providing the necessary information, click the Save icon on the Portals toolbar.

Editing Portals

To edit and view the details of a portal, select an entry in the portals pane. The Portal pane appears. You can edit a portal definition by modifying its various attributes.

Name and Description

You can modify the Genera section of a portal.

Settings

You can modify the Settings section of a portal.

Assignments section

You can modify the Assignments section of a portal.

After making the necessary changes click on the Save icon on the Portals toolbar.

Note : If Response is integrated with Response Live, the existing Organization Administration and System Administration user-defined roles can be upgraded with chat assigning privileges.

 


Learn about Links

How to reorder portals ?

Learn more about Content Administration