Tasks
Day-to-day work in Portals, one goal per article.
6 articles shown
- Check a Contact's Eligibility Through the Integration Interface
Ask Portals whether a contact meets a security policy, or list a contact's standing against every policy for your account or one site, including the specific reason behind a refusal that the portal itself does not show.
- Choose the Site You Are Working On
See which site you are currently editing in the Portals Console, switch to another, and open the Console directly on a named site from a link.
- Start a Page from a Template
Choose one of your association's templates as the starting layout for a new page, and understand what happens if the template changes or is removed later.
- View the Portal as a Member
Open your member portal exactly as a particular member sees it, using your own staff sign-in rather than their password, and understand what this method does and does not reproduce.
- Rebuild a Site Map
Regenerate the current site's page and menu index from the Maintenance screen when the portal's pages or navigation look wrong, and understand what a rebuild can remove.
- Upload and Replace a File Asset
Upload an image or document into your asset library so your sites can use it right away, copy a shareable link to it, and later replace the file without editing every page that uses it.