Configure & Customize Portals
Updated over a week ago

The Portal is the webpage your potential and confirmed speakers, sponsors, and exhibitors will have access to once they have completed a submission/intake form. Within the Portal, portal users will be able to complete tasks, submit files, view documents, and view wiki pages.

Step One: Create Portals

The first step to begin setting up your portals is creating any portals that you may need.

Step Two: Customize Portals

Next, it is time to customize your portal.

  1. Customize Appearance

    1. You can customize the portal setting by navigating to either the 'Portals' module. Select the three ellipse dots for the portal you want to customize and click 'Edit'.

    2. On the next page, select the blue 'Save & Customize' button in the top right-hand corner to take you to further configure your portal.

    3. Within the box "Customize Appearance", click the "Edit" button next to "Appearance Settings"

    4. You can update the Portal title, description, and background image within the settings.

    This is how the settings will show within the portal.


  2. Configure Portal Settings

    Learn more about weekly digest emails and email notifications HERE.

Step Three: Create Tasks & Resources

Below, are additional resources on creating tasks and resources that you can assign to your portal(s).

Step Four: Share Portal

Now that your portal is created and configured, it is time to share it with your portal users.

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