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Порталы

Introduce a subset of users to their most relevant information using Portals.

Доступно для:

Планы:

  • Brandfolder

Разрешения:

  • Владелец
  • Administrator

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Portals are customizable experiences where organizations can introduce a subset of users to the most relevant information and content. 

Создать портал Brandfolder

  1. Navigate to the Organization level.
  2. Select Create New > Brand Portal.
  3. Enter a Name, Slug, and Description for your portal.  Select Next Step.
  4. Configure your privacy settings. Select Public, Private, or Stealth. 
  5. Select Next Step.

  6. Select a brand color and header to customize the portal. 

    Если вы хотите, чтобы на портале Brandfolder появилась строка поиска, введите URL-адрес папки Brandfolder или организации, по которому будут выводиться результаты поиска.

  7. Создать портал Brandfolder 

Создать портал Brandfolder

Add Tiles

Tiles allow for a customized, visual approach to key sites within Brandfolder, the web, and Smartsheet forms, which can be highlighted and accessible by Portal users. Tile sizes can be divided into thirds or take up the full width of the page.

​​5 tiles, 2 in the top row, and 3 in the bottom row.

  1. Select + Create Tile. 
  2. From the Tile Type dropdown, select Navigation Tile. 
  3. Add the requested information, which includes:
    • Tile size
    • Name (Название)
    • URL-адрес ссылки
    • Описание
    • Изображение плитки
  4. Once the information is complete, select Create Tile.  
If you want to use a Smartsheet form in a tile:
  1. Select + Create Tile. 
  2. From the Tile Type dropdown, select Smartsheet Form. 
  3. Add the requested information, which includes:
    • Tile size
    • Название формы
    • Описание формы
    • Текст кнопки
    • URL-адрес
  4. Once the information is complete, select Create Tile. 

Добавить ссылку

On the Portal's side, you can create links to other sites for easy navigation. These links can be found on sites outside of Brandfolder and other portals within the organization. 

  1. Navigate to the right-hand side of the portal and select either + Portal Link or + Add Link
  2. Add the requested information, which includes:
    • Name (Название)
    • URL-адрес ссылки
    • Значок ссылки
  3. Select Create Link. 

Добавить виджеты

Widgets are customizable tiles that show insights within a particular Brandfolder. Widget options include:

  • Featured assets - this pulls in all assets tagged with the term Featured. 

The easiest way to add featured assets is through the bulk tagging tool

  • Недавно созданные активы
  • Недавно обновлённые активы
  • Активы с наивысшей оценкой
To add a widget:
  1. Navigate to the bottom of the portal and select + Create Widget.
  2. Add the requested information, which includes:
    • Name (Название)
    • Тип контента
    • Brandfolder;
  3. Выберите виджет.

Use the pencil icon to edit all settings, tiles, links, and widgets.

You can preview your portal without the edit buttons by navigating to the top right-hand side of the Portal and selecting Switch to preview mode.