Portals represent the main interface of your application, and provide users, such as case workers, managers, and customers, with the tools that they need to do their work. By setting up portals, you can configure the optimal environment for each of these user groups with minimal effort.

• Creating a portal

  Deliver a user experience that matches the needs of each user group by setting up portals. Portals are highly configurable interfaces that can help you to define how personas interact with your application.

• Organizing the contents of a portal

  Help users increase productivity by populating your portal with tools that have the most relevance to their roles.

• Creating the main menu for a portal

  Build an intuitive and efficient navigation for your user portals. By configuring out-of-the-box components, you can create a main menu that helps your users find the information that they need in less time.

• Defining a theme and a logo for a portal

  Maintain a consistent visual identity by configuring the graphic design of your portal. By adjusting the logo and the color palette of the interface, you can tailor your application to the branding requirements of your business.

• Creating and managing pages for applications

  Present additional resources to users by creating, configuring, and adding pages to menus in your application.

• Previewing a portal

  Preview a portal that you develop to verify that different types of devices, such as a desktop computer or a smartphone, correctly display the user interface.