Configuring and Customizing Your Portal

Configuring and Customizing Your Portal

Overview

Once you have created a portal, you can configure the portal settings and add custom branding to match the look and feel of your organization. Review the portal configuration and customization options below. 

Portal Settings

Login to your portal and navigate to "Portal Configuration" and "Settings" to edit the display name, organization's URL, and administrator email. 




You can also append additional CSS and HTML to the portal for styling. 

Learner Profile Fields

Login to your portal and navigate to "Portal Configuration" and "Settings" to edit the Learner Profile Fields. These are metadata tags that can be used to provide custom attributes shared among the users/learners in your organization. For example, you may have users/learners associated with different departments within your organization or different competency or skill groups within your organization. You can use this metadata to for various automation tasks, such as bulk enrollment or reporting on users/learners with specific profile metadata tags. 

To add learner profile metadata tags, simply type the name of the tag you desire and hit enter or the spacebar on your keyboard. Note: These are case sensitive tags and you must hit the enter key or space bar after typing the desired text before clicking the "Save" button. 



Content Profile Fields

Login to your portal and navigate to "Portal Configuration" and "Settings" to edit the Learner Profile Fields. These are metadata fields that can be used to provide custom attributes shared about the content in your portal. For example, you may need to assign attributes for your content. This metadata can be used in combination with learner profile fields for various automation tasks.  

To add content profile metadata tags, simply type the name of the tag you desire and hit enter or the spacebar on your keyboard. Note: These are case sensitive tags and you must hit the enter key or space bar after typing the desired text before clicking the "Save" button. 

Allow Signup

Check this option if you would like for users to be able register and create their own accounts. If you uncheck this option, only the portal administrator can create the accounts. 


Edit Homepage

Login to your portal and navigate to "Portal Configuration" and "Edit Homepage" to edit.  This is the welcome page or landing page that users will see when they visit your portal. You can customize this page's look and feel by adding your own text, images, background, tables, and other layout elements.  After adding the desired elements to your page, click the "Save" button to save your edits. 


Set Theme / CSS Styling

Login to your portal and navigate to "Portal Configuration" and "Edit Theme" to edit the CSS included with your portal. Currently, you can edit the hexadecimal or RGBA color values for several of the user interface elements. Simply add your desired values to the editor and then click the "Save" button to save your changes. 



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