Make the most of your portals by customizing, adding forms, and sharing them with the right people. Learn how to:
Use forms in portals to collect standardized, centralized, and secure information.
Customize portals with your company’s visual identity.
Share portals with the right people publicly or internally.
🎥 Watch a video about portals in Pipefy below:
The basics about portals
Portals cluster and organize all of your company’s forms in one place so that employees, clients, and other stakeholders can make different types of requests. Learn how to create and edit portals.
Customize your portal’s appearance to suit the needs of your users. Each portal has its own link that you can share with internal and external users. Learn more about customizing.
Add a star to forms to place them in the top positions within a portal. Place your cursor at the top right of the form, then click the star icon.