Portal: Guide your teams to the right tools

Introduction

The portal allows you to display contextualized links organized by sections in each workspace of your instance. Configure sections and links specific to the instance to provide relevant navigation for yout users.

Manage link sections

Create a section

1. Open the "Portal" tab in workspace administration

2. Click on the "Create a section" button.

3. Enter the section label.

4. Click on "submit".

Delete a section

1. Open the "Portal" tab in workspace administration

2. On the relevant section, click on "Delete section", then confirm the deletion. Only sections that no longer contain any links can be deleted.

Update a section name

1. Open the "Portal" tab in workspace administration

2. Click on "Edit section" on the relevant section.

3. Modify the section label.

4. Click on "submit".

Manage links

Add a link to a section

1. Open the "Portal" tab in workspace administration

2. In the desired section, click on "Add a link".

3. Complete the fields:

• Link label

• Link (Link URL: https://… )

• Icon

4. Click on "submit"

Delete a link

1. Open the "Portal" tab in workspace administration

2. On the relevant link, click on "Delete" to remove it permanently.

Update a link

1. Open the "Portal" tab in workspace administration

2. On the relevant link, click on "Edit link".

3. Update the link label, link, icon.

4. Click on "submit"

Order the display

Order sections and links

1. Open the "Portal" tab in workspace administration

2. Use the arrows to reorder:

• Sections among themselves.

• Links within a section.

3. Click on "submit" to save the order.