[VIDEO] Custom Portals

00:00: Welcome to session board in this tutorial. We will walk you through how to create custom 00:04: portals to segment, contacts and groups within your event. 00:08: Portals are customizable online interfaces that allow your event contacts 00:13: such as speakers exhibitors or session owners to complete tasks 00:17: submit information and access important event details in a 00:21: centralized location. 00:23: To begin access. The portals module from the left side of your screen. 00:29: There are two types of portals in session board, people portals and group portals. 00:34: Every event includes people portals where contacts such as speakers, moderators 00:39: chairpersons, submitters and group representatives are assigned. 00:43: Every contact is assigned a portal. 00:45: If a contact is not assigned to a custom portal, you create, they 00:49: will automatically be assigned to the default People Portal. 00:54: Group portals are only available when using the sponsors or exhibitors module. 00:59: By default all groups will be assigned to the default sponsor or exhibitor 01:03: portal, unless they are assigned to a custom portal, you create? 01:07: To create a custom portal, select the button create portal. 01:12: Within the pop-up, give your portal, an internal name and select the type of portal. 01:16: You want to create either people or groups 01:19: Next, you can determine which participants will see this portal by applying a 01:23: filter. Only contacts or groups that meet the filter criteria, will 01:27: be assigned to the portal you're creating Please note that admins do not 01:31: manually, assign contacts or groups to portals session board automatically 01:36: does this based on the filters you said? 01:39: From the drop-down list, select a field to filter by. 01:42: If you're creating a People Portal, you'll have access to all contact Fields 01:46: both standard and custom as well as contact roles such as Speaker 01:51: moderator chairperson and submitter. 01:54: Additionally, you can filter using a limited set of session Fields including 01:58: track tags, format level and language. 02:03: If you're creating a group portal, you'll have access to all group Fields, both standard 02:07: and custom as well as group types such as sponsor or exhibitor. 02:11: Additionally, you can filter using a limited set of session Fields including 02:16: track tags, format level and language. 02:20: When filtering by a contact role such as moderator. 02:23: In this example, or a group role you can choose to filter based on whether those 02:27: contacts or groups are checked or not, you don't need to manually, check 02:32: out these contacts or groups yourself. This is handled automatically on 02:36: the back end when a contact or group is assigned to the corresponding role. 02:40: In this step, you're simply instructing session board to include anyone who has been 02:44: identified as a moderator for this event. 02:48: Feel free to apply multiple filters to refine the system's search across your contacts 02:53: and groups. When using more than one filter, the system will only 02:57: return results that meet all the criteria applied. 03:00: In this example, session board, will identify all contacts, who are both 03:04: assigned. The role of moderator and linked to a session with the track innovation, 03:10: Once you have applied all of your portal filters, select the button, save, and 03:14: customize to assign tasks forms file requests and 03:18: Wiki pages to your portal. 03:21: Please note that each contact or group can only be assigned to one portal. 03:25: If a contact or group meets the criteria for multiple portals, they will be assigned 03:30: to the first portal they match with 03:33: To change the order in which portals are evaluated. 03:35: Click the pencil icon, and drag and drop the portals into your preferred sequence. 03:46: If you have any questions, feel free to reach out to our support team. 03:50: Thank you for choosing session board.