Portal
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      1. Advice and answers from the Sessionboard Team
      2. Feature Overview Guides
      3. Portal

      Configure & Customize Portals

      The Portal is the webpage your potential and confirmed speakers, sponsors, and exhibitors will have access to once they have completed a submission/intake form.

      The Portal is the webpage your potential and confirmed speakers, sponsors, and exhibitors will have access to once they have completed a submission/intake form. Within the Portal, portal users will be able to complete tasks, submit files, view documents, and view wiki pages.

      Step One: Create Portals

      The first step to begin setting up your portals is creating any portals that you may need.

      👉🏾 Learn how to create custom portals.

      By default, you will have access to a Default Portal (i.e. Default People Portal, Default Exhibitor Portal, Default Sponsor Portal). This is a 'catch-all' for users that do not match the filters set for any custom portals you may create. The default portal includes all event contacts (i.e., speakers (accepted, pending, and declined), moderators, chairpersons, sponsor contacts, and exhibitor contacts).

       

      Admins are welcome to use the default portal if all the speakers will have the same tasks that they will need to complete. To filter this portal so that tasks are only showing to accepted speakers, toggle off Always Show Tasks (see Step Two).

      Step Two: Customize Portals

      Next, it is time to customize your portal.

      1. Customize Appearance

        1. You can customize the portal setting by navigating to the 'Portals' module. Select the three ellipse dots for the portal you want to customize and click 'Edit Tasks'.
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        2. Within the box "Customize Appearance", click the "Edit" button next to "Appearance Settings"
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        3. You can update the Portal title, description, and background image within the settings.

        This is how the settings will show within the portal.


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      2. Configure Portal Settings
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        • Always Show Tasks: Display portal tasks to all users. If unchecked, tasks will only be visible to speakers with approved sessions.

        • Send Weekly Digest Emails: Send a weekly email summary of portal actions and upcoming tasks by due date.

        • Email Notifications: Send an email to primary contacts when tasks are assigned to this portal.

        • Extend Task Deadlines: Let portal users complete past-due tasks for a specified period of time. When enabled, Admin users can accept file request submissions, portal form submissions, and task completion up to 31 days past the item's original due date. The original task due date will still be visible to the portal user in the portal, but tasks will remain with a status of OPEN.

          • NOTE: Deadline extensions can not be applied to individual task items

      🔎 View more information on Weekly Digest Emails and Email Notifications.

       

      Step Three: Create Tasks & Resources

      Below, are additional resources on creating tasks and resources that you can assign to your portal(s).

      1. Create & Assign Tasks

      2. Collect Documents

      3. Create & Assign Portal Forms

      4. Create & Share Files

      5. Create & Assign Wiki Pages

      Step Four: Share Portal

      Now that your portal is created and configured, it is time to share it with your portal users.

      👉🏾 Learn how to share your portal with your users.
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