Portal Management: General Settings

This article is about the General Settings section in the Portal Management module. Admins with the portals management role can access and edit this page.  

Navigate to the General Settings page by going to the "Settings" section and entering the Portal Management module. Choose the portal you want to view or modify and you will automatically be delivered to the general settings page.

On this page you can:

1. Name the portal and activate it for use.
2. Set the default member dashboard that is automatically assigned to new members.
3. Set the Call to Action tile for new members.
4. Configure the default settings for portal members (these can be changed by individual members in their account profiles):
   • Country for the portal (this is the default country set for the members in the portal). 
   • Time zone for the portal (this is the default time zone set for the members in the portal). 
   • Language for the portal (the language presented to portal members throughout the system). You can see a list of all language options here. 
   • Measurement system for the portal.
5. Set the social settings for members.

Choose the Portal Name and Enable for Use

Select the Member Dashboard Page

This setting determines the portal page that members will automatically be assigned as their dashboard. 

Select the Call to Action Tile

The flow selected here is the flow that will populate the Call to Action tile when it is used in a page. The most common use-case is an onboarding flow used to gather information about a new member. Once the member has taken the flow and begun a course, the tile will give encouragement to continue.

Set the 4 Default Settings for Portal Members

Each of the settings chosen here will apply to new member accounts for the portal. If necessary, each of these settings can be updated by members from their member profile.

Set the Social Settings Options

These two settings are relevant for Challenges and Group Programs. When a member is involved in a challenge or program, they are identified by a moniker/social handle. In some challenges and programs, members are grouped into teams. If these two options are disabled, then individual social handles and team names are generated by the Engagement Rx system automatically; if these options are enabled, then members can choose their own social handles and team leaders can choose a team names

Beneath the portal setting-options above, there is the option to delete the portal. Note that deleting the portal strips all member data of PII and removes the portal from all admin permission lists.