Managing custom portal settings

Managing custom portal settings

Once a custom portal is published, you can customize it by making changes to its name, description, and permalink.

Accessing a custom portal

To access a custom portal:

  1. Choose Settings by clicking the Settings icon

  1. Select Manage Portals from the Custom Portals tab.

  1. Choose the portal from the list.

 

Changing the name of the custom portal 

 To change the name of the custom portal: 

  1. Access the custom portal.

  2. Choose General from the Settings tab.

  1. Type in the name in the Name section and click Save.

Changing the description of the custom portal 

 To change the description of the custom portal: 

  1. Access the custom portal.

  2. Choose General from the Settings tab.

      3. Type in the description in the Description section and click Save.

  1. Access the custom portal.

  2. Choose General from the Settings tab.


      3. Provide the permalink in the Permalink section and click Save.

Changing the access settings of your portal   

The admin can choose who can access the portal. You can choose to set your portal as public or keep it private.

 

  1. Public: Anyone can access the portal using the URL.
  1. Private: Only invited users can access the portal.

 To set the portal as public: 

  1. Access the custom portal.

  2. Go to the General tab and navigate to the Access section.

  3. Select Public.


 To set the portal as private: 

  1.  Access the custom portal.

  2. Go to the General tab and navigate to the Access section.

  3.  Select Private.

Info
Additionally, you can choose how users can access your private portal by enabling or disabling the sign-in options.

Author information settings 

Author information gives the details of the hub user who created the spaces, manuals, articles, or courses. The hub admin can decide to show or hide this information on the portal.

 To show or hide author information: 

  1. Access the custom portal.

  2. Go to the General tab and navigate to the Author information section.

  3. Toggle the button next to Author information.

 Setting article export in custom portal 

Article export option in the custom portal will allow you to have a control on whether you want to let your external users export articles in the manuals that you have shared to the custom portal. You can configure this option from General under the Settings section of your custom portal.

 To allow article export :  

  1. Access the custom portal.
  2. Go to the General tab.


      3.Scroll down to find the Article Export option and toggle it.

Info
Disabling Article Export will also disable the Print option

Multi-factor authentication for custom portal 

You can enable multiple-factor authentication for your custom portal.

 To enable/disable multi-factor authentication for your custom portal: 

  1. Access the custom portal.

  2. Click General under the Settings section.


      3. Toggle the button next to Multi-factor authentication.

Setting the default language for a custom portal 

You can set a default language for a portal. The language that you've chosen will be set as a default language for the user interface in the portal.

To set a default language :

  1. Access the custom portal.

  2. Click General under the Settings section.

  1. Choose the language of your choice from the drop-down next to Language.