Getting started with custom portals

Getting started with custom portals

There are two kinds of portals in Learn. The classification is based on the access granted to external users. Hub administrators can create these portals depending on the organizational requirement.

Public portal: Public portals can be used to share resources that anyone can freely access. Any user who has the link to your portal will be able to access this portal.

Private portal: If you are looking to share information only to a specific group of people, you can do so with the help of a private portal. This portal can only be accessed by users invited by the custom portal admin. The resources that can be shared using this portal can be training programs, policy documents, or confidential information that is specific to your clients, investors, or partners.
 

You can share your hub's manuals and courses via a public or private custom portal depending on the type of audience and the resources you want to share.

 

Creating a custom portal

All the portals that are created by the hub admin will be listed in the Custom Portal tab under hub admin settings.

To create a custom portal:

  1. Click on the hub Settings icon and choose Settings.

  1. Go to the Manage Portals tab under Custom Portal.

  2. Click Create in the top-right of the screen.

  1. Enter a name and description for the portal and change the permalink for your portal if required.

  2. Click Create.

Setting up your custom portal

General settings

This step includes providing a name, adding a description, customizing the permalink and choosing whether you want to make the portal public or private. Once you've filled in all the fields, select Create.

Customize your portal

You can customize your portal by setting a custom domain, branding your portal and customizing the landing page of your portal.

Setting up a custom domain

You can set your own custom domain by going to Custom Domain under the Customization section and clicking Add Custom Domain.

Branding  

You can brand your portal to match with your organization's identity. You can customize logo, banners, and color selection capabilities.

To know more about portal branding, click here.

Inviting users to your portal

Once you've set up your portal, you can then start inviting users to your portal.Hub admins can add individual users through email ids or bulk invite users by importing them from CSV.

To know more about inviting and managing users in your portal, click here.

You can also allow external users to sign up to your portal and manage these sign-ups by choosing to enable the admin approval option. You can enable this option in General under Settings .

You can manage sign-ups from the Sign-ups section under Manage tab.To know more about managing sign-up requests, click here.

Sharing resources to your portal

You can add manuals and courses that you've created in your hub to your portal and set access privileges to your portal users.

To know more about adding manuals to your portal, managing manuals, adding users and setting access privileges for your manuals, click here.

To know more about adding courses to your portal, managing courses, adding users and setting access privileges for courses, click here.

 Publishing your portal

Once you've finished setting up your custom portal, you can then make it available for users by clicking the Publish button.

 

 

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