Estimated reading time: 3 minutes

By creating and customizing Portals, you can centralize different forms and requests in a single place.

Access Portals

Get started by clicking on Portals, located at Pipefy's left sidebar.

Begin customizing your Portal

  • There, click Add new Portal to customize a Portal from scratch.
  • It's also possible to preview, delete or edit an existing Portal by clicking the three dots.

Once you enter the Portal's customization environment, it's possible to add, remove or edit:

  • Your company's logo;
  • The Portal's name;
  • A description of what the Portal is about;
  • A background image or background color;
  • Change buttons' colors;
  • Add different forms to compose your Portal.

Saving and sharing your Portal 

  • After customizing your Portal, just remember to save it.
  • To share it with stakeholders, just click Share and copy a unique link to this Portal.

Or... you can also share it through the Portals' main page.

Watch a quick tutorial on how to begin customization:

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