Estimated reading time: 5 min
Pipefy Portals help you organize your pipe's public forms.
It's a very helpful feature to Human Resources or Financial teams, for example, that usually deal with a considerable amount of requests every day.
In this article, you will learn how to:
How to create Portals
To create a new Portal, click the Portals button on the header of Pipefy's homepage.
Select Create a new Portal.
Click on Add Form and select all the ones you want to gather.
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.
Customize it as you want and when you are done, click on 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 on the three dots button, and select Edit portal.
Amend what you need, then click on Save and close.
How to share a Portal
You find the shareable link when you open the portal, or when you hover the cursor over it on the Portal's homepage.
You can define its privacy, copy it, and open it in a new tab.
How to delete a Portal
Hover the cursor over the Portal you want to delete, click on the three dots button, and select Delete portal.
📌 Attention! Only the Portal's creator can delete it. When you delete a Portal, you are not deleting any Public Form.
📌 Pro tip: you can add a star to your favorite Forms so they will appear first on the Portal's homepage.
Looking for more? Take Pipefy Academy’s free courses to learn about process management, and don't forget to join Pipefy's Community to share ideas and give feedback about our product.