When you create a new application, Pega Platform automatically
generates the first portal for you. Depending on your UI, the default portal is called
either User Portal (for Theme Cosmos in hybrid mode) or Web Portal (for Cosmos React).
You can then configure the portal in App Studio by picking a template, populating it with pages and reusable widgets, and then setting up the primary menu. In this way, you can control what users see when they interact with your application, and what kind of navigation, forms, and work items they can create and use. To modify the interface even further, you can also set up different content visibility settings for each persona to ensure that users who belong to a specific group see only the information that is relevant to their responsibilities.
The App Studio environment offers an updated portal authoring experience that relies on intuitive actions such as drag and drop operations, and provides a live preview of the menu.
Discover more about creating portals in the following articles:
- 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.
- Portals for personas
You can use portals to design custom web interfaces for various personas in your application. Portals help you to control the content with which each user interacts.
- Defining a logo for an application
Align the visual identity of your application with your company's branding by adding a familiar logo to the main banner of your user portal.
- Defining a portal header
Set a header to give your portals a distinct visual identity. By applying an application header (the top bar that spans the entire width of a page), you ensure that users can quickly distinguish between different portals.
- Organizing the contents of a portal
Help users increase productivity by populating your portal with tools that have the most relevance to user roles.
- Customizing a theme for an application
Maintain a consistent visual identity by configuring the graphic design of your portal. By adjusting the color palette of the interface, you can tailor your application to the branding requirements of your business.
- Previewing a portal
Preview a portal that you develop to verify that different types of devices, such as a desktop computer or a tablet, correctly display the user interface.