⏩ Summary: Learn how to create and edit the new Portal to centralize request forms from various areas, and all relevant content for your company in one place.

To get started, click on the Portal button, located in the top left corner of the header (next to the Home option).

You will then be directed to the new Portal page. There, you will find an already-built portal that can be customized according to your needs.

Click Edit Portal at the top of the page.

On the left side of the screen, you will find the pages of your Portal. These are considered sub-portals, making it even easier to organize your content.

You can create multiple pages and organize them as you prefer. For example, create a page for IT support, another for human resources, travel, reimbursements, customer support, and more.

On the right side of the page, you will find all the elements that can be added to the new Portal, such as texts, forms, images, links, pages, videos, and dividers.

Your new portal already includes examples of all these element styles. You can click on each one and edit it according to your preferences, further enhancing your experience.

Click the Edit Portal button, then click on the displayed name at the top to change it. The name will also be updated in the navigation bar for everyone in your company.

To add elements to the Portal, drag and drop the desired element.

Add titles, subtitles, and descriptions to help people quickly find what they need.

Add important links for your company.

Add dividers to make your Portal more organized and visually appealing.

The page element organizes all the pages you create within the Portal.

Add images from the image bank, upload your own, or use a URL.

Add videos from YouTube or Vimeo. Paste the URL and adjust the video box size. Enable or disable the Show controls option. When activated, it allows the user to view and use the video settings; otherwise, only pausing or playing will be possible.

Add forms and include descriptions to make them self-explanatory. You can also activate or deactivate email collection for request tracking.

To delete an element from the page, click on the element, and you will see a menu with options to move the element, delete it, or duplicate it.

Pages can be considered sub-portals, organizing your content into different categories, such as IT support, human resources, travel, reimbursements, customer support, and more.

Your new Portal already comes with three example pages. Click on each of them and edit as you prefer.

To add more pages, click + Add Page on the left side of the screen. Name it, provide a brief description, choose a cover photo, and add alternative text for accessibility.

Hover over the page name in the left sidebar menu to delete a page. In the menu that appears, you can rename the page, duplicate it, or delete it.

To search for a specific page or form, simply start typing in the search field. Content within the link element can also be found this way. To go back to a previous page, click the horizontal menu above the cover image.

Click the Share button in the upper right corner of the page. In the Shareable Link tab, you can copy the new Portal link and also set the permission level. The options are:

💡Tip: By default, the Portal is created with the permission type set to Everyone at your company. If you prefer to restrict access while making necessary edits, we recommend changing it to Only selected people.

It is important to know that the forms shared in the portal will behave according to the pipe sharing settings. If the form is private, only people with access to that form will be able to see it in portals.

In the Manage People tab, you can add people to the Portal and assign their roles:

Now that you know everything about the new Portal, start editing and sharing! With a more organized and complete Portal, everyone will be able to create requests more efficiently. Additionally, all requests made through the Portal can be easily tracked in the Tasks and Requests area of Pipefy.

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