[VIDEO] Portal Settings & Appearance

00:00: Welcome to session board in this video. We will walk through configuring your portal 00:04: settings and appearance. 00:06: To begin navigate to the Portal's module. 00:10: Click the Ellipsis next to the portal. You want to update. 00:13: Edit settings, lets you manage session tasks and contact visibility 00:17: as well as reminder emails. Edit appearance allows you to 00:22: customize the portals look and choose, which session and contact fields are visible. 00:27: Let's begin with edit settings. 00:29: The control session visibility setting determines whether the sessions widget is 00:33: displayed, if unchecked portal users will not see any sessions 00:38: their associated with 00:40: The View session submission form from Portal setting allows users to access their 00:44: submission through the submission form. If your event is not using a 00:49: submission form, we recommend disabling this setting. 00:52: Please note that users cannot edit their session and speakers through the form. 00:56: Once the submission deadline has passed 00:59: He always showed tasks setting controls the visibility of tasks file 01:03: requests and forms. When unchecked only accepted speakers, 01:07: will be able to see these items. If your portal is intended for accepted 01:11: speakers, only we recommend disabling this setting, Users who 01:15: are not accepted speakers and assigned to this portal. 01:18: Will still see any Wiki pages and files assigned. 01:22: Extend task deadlines allows portal users to complete tasks file 01:27: requests and forms up to 31 days after the original due date. 01:31: The original due date will still be displayed in the portal, but the task will 01:35: remain in an open status during the extended period. 01:39: Manage profile allows portal users to view and edit their profile information. 01:44: When disabled, the profile widget will remain visible on the portal home, but 01:48: users will not be able to access or make changes to their profile. 01:53: Manage related sessions and participants allows portal users to view and 01:57: edit information for Associated sessions and participants such as co-presenters. 02:03: There are two reminder emails that you can enable Send weekly digest, 02:08: email, sends a weekly email summary of assigned tasks to portal users. 02:13: When enabled, the email notification setting sends an email to portal users 02:17: when tasks file requests or forms are assigned within the portal Please 02:22: note users will only receive these reminder emails if they have logged 02:27: into session board at least once. To learn more about these and other system. 02:31: Generated emails, you are automated system. 02:34: Generated emails article 02:37: To proceed to the appearance page, click the continue button, on the right side of your screen. 02:43: On the general page, you can add a welcome message that appears at the top of the portal 02:47: for all users. Along with a logo, displayed above the message. 02:51: If no logo is added here, the portal will default to the logo uploaded 02:55: on your event details page in the settings module. 02:59: The background image appears at the top of the portal. 03:01: If one is not added here, the portal will default to the background image 03:05: set in your settings. Module Please note that the portal background 03:09: image is narrower than the event background image. 03:12: So we recommend uploading a new image here that fits the Portal's recommended dimensions. 03:17: You can also add an accent color to align the portal with your event branding for 03:21: a more customized look. Once complete ensure to select 03:25: the orange save button, at the bottom of the page to ensure all changes are applied 03:29: to your portal. 03:31: The manage Fields page allows you to control which fields are visible in the contact 03:35: profile within the session. Details view and for Associated session, 03:40: participants and groups, including sponsors and exhibitors. 03:43: If those modules are enabled. 03:46: To expose fields to portal users, select the button, show, hide 03:50: fields, and select the checkbox to the left of the field to add it. 03:55: In the actions column select the Ellipsis to either lock a field preventing 03:59: portal users from editing it or remove the field from the portal entirely. 04:05: Click the done button in the top right corner of the page to exit the portal settings 04:09: and return to the main portal module View. 04:13: You have completed the final steps for, configuring your portal. 04:16: If you have any questions, feel free to reach out to our support team. 04:20: Thank you for choosing session board.