Portal Management Section

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article is about the Portal Management dashboard which can be accessed by admins with the Portal Management role. 

To get to the portal dashboard:

  • Go to the Settings section of the admin.

  • Enter the Portal Management module (if you have access to multiple portals, you must select the portal you want to manage after entering the module).

You are now on the "General Settings" page where you can manage almost every part of the portal. From here, you can see all the various tools and management options on the menu on the left, broken into two categories: SETTINGS and CONTENT.




Below is a list of all the portal management and configuration options on the general settings page, each with a short description. To read more about a specific option, click on the link.

Settings Options:

  • General: Contains elemental settings for the portal, including the name, default time zones and languages, and an activation toggle.

  • Branding: Add a custom logo, favicon, and message to appear at the top of the landing page for members to see.

  • Communications: Various messaging settings can be managed here.

  • Features: Manage status (enable or disable) of system features for portal members.

  • Fields: Set Keyfield and Custom fields.

  • Groups: Create smaller subsections within the portal.

  • Site: Customize the white label settings for browser path and host names.

  • Trackers: Manage system trackers and create custom trackers.

  • User Authentication: Allows the authentication method to be set (this determines how members will access the Engagement Rx system).

Content Options:

  • Assessments: Manage system assessments and create custom assessments.

  • Automations: Create and manage automations.

  • Content: Manage system content and create custom content (includes articles and videos).

  • Courses: Choose the courses that are enabled for the portal; create and manage custom courses.

  • Flows: Manage system flows and create custom flows.

  • Goals: Create and manage short- and long-term goals.

  • Message Templates: Create and manage templates for messaging.


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