🔐 Available on all plans
🎯 For those who want to centralize forms and other information in one single channel
⏩ Content Summary:
Learn how to create, edit, and delete portals to centralize demands in a single place.
Pipefy Portals help you organize your pipe's public forms.
It's a useful feature for Human Resources and Financial teams, for example, that deal with many daily requests.
How to create Portals
To create a new Portal, scroll through the homepage until you find the option Create portal.
Click on Add Form and select all the forms you’d like to include.
The next step is customizing your portal.
How to customize Portals
While creating your Portal, you can:
Add your company's logo
Give it a name and a description
Change the background image
Add other types of content, like dividers, buttons, and text.
Arrange and customize it for your team. When you are done, click Save and close.
How to edit a Portal
To edit an existing portal, go to the portal's home screen, hover the cursor over the option you want to modify, click the three dots button, and select Edit portal.
Amend it as needed, then click on Save and close.
How to share a Portal
You can share the portal by clicking the three dots button. Next, select Share, and you will see the sharing options.
You can define its privacy, copy it, and open it in a new tab.
Then you can share it with whomever you’d like.
How to delete a Portal
Hover the cursor over the portal you want to delete, click the three dots button, and select Delete portal.
📌 Only the Portal's creator can delete it. Rest assured that, when you delete a Portal, no Public Form can be deleted with it.
💡 Tip: you can add a star to your favorite forms so they will appear first on the portal's homepage.
Start enjoying this feature that plays an essential role in centralizing information for your processes.
Related content:
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