Attention: The old portal will be shut down at the end of September. All content must be migrated to the new portal. For more information on how to set up the new portal, please refer to this article.
In this article:
With Portals, your company's internal clients can easily submit requests. They'll know exactly where to go and what information to provide, ensuring accuracy and security.
To help them recognize where to make and track requests, customize Portals with your company's logo and images.
It creates a sense of familiarity and reinforces your company's visual identity.
The images you add to Portals also reflect on Requests and Tasks pages.
The Requests page helps them keep tabs on their requests, while tasks remind them of any pending information needed. It's a straightforward way to manage requests and stay connected with stakeholders.
Add a logo
Anyone with access to your Portal or specific Portals (that you define) can visualize your company's branding. To change its appearance:
1. Click on Customize, below your company's logo.
By clicking, you'll be able to change customization settings. It's where you'll change your Portal's appearance.
2. Add a logo by uploading an image from your device
3. Give it your look by adjusting its size, zooming in and out, then Save as you're done.
Add a background image
1. Choose an image file from your device
2. As you're done, images automatically update in your portal.
Can't upload your image?
Try changing the image's format to JPG, GIF or PNG.
If the image's resolution exceeds 2MB, upload a smaller file.
Add a title and description
To help your clients navigate your Portal easily and submit information correctly, it's important to provide clear instructions. You can customize the title and description of your Portal to guide them in the right direction.
For example, to avoid confusion and ensure visitors know they're on a requests Portal, you can:
Change the title from the company name (e.g., Acme Inc.)
Indicate it's a request Portal (e.g., Acme Inc.'s Requests)
Or, change the Portal's description to give them more guidance. This helps people understand the page's purpose and how to select the right form.
1. Click on Customize, below the company's logo
2. On the customization settings, select the tab Titles and descriptions
Here you can customize titles and descriptions for Portals, Tasks, and Requests.
By customizing the company's pages within Pipefy, you'll build a consistent experience for internal and external clients.
