Portal Configuration Guides Overview
In the platform, portal Admin have the ability to configure Tools, Groups, and Pages. Portal Admin need to decide on categories for Tools, Groups, and Pages. Then, when creating a Tool, Group, or Page, assign it to the category where it belongs.
The Portal Configuration Guides Overview provides information that is essential to utilizing Pathify Portal Configuration. It is advised to begin with The Portal Configuration Guides Overview before proceeding.
In this article:
Guide Overview
Goal
Provide end users with an effective and seamless portal experience.
Objectives
- Portal Admin should evaluate current portal and assess needs.
- Portal Admin should use Portal Configuration Planning Spreadsheet to plan.
- Portal Admin should revise portal configuration plan as needed.
- Portal Admin should establish a review process.
Outcome
- Greater understanding and familiarization with the platform
- Logical locations for important information
- Quick access to key Tools, Groups, and Pages
Portal Features
Profile
The user profile is located in the top right corner. Users can add a profile picture and additional information so staff and students can get to know each other.
Account Settings
Adjust account settings by clicking on the user profile picture. Users can change privacy settings to make a profile public, private, or viewable only by connections. Users can use account settings to choose how to be notified when activity happens on the platform.
Connections
Connect with people at the university to see which events they’re attending, the groups they join, the conversations they’re engaging with and more. The connections section is located as a tab on a user's profile. Here users can see current connections, connection requests received and sent, and suggested people to connect with.
Messaging
Select the messages icon in the top right corner to send a private message to an individual or a group of users.
Search & Discover
Search is a simple and powerful way to access everything available. Users can search for posts, groups, events, people, pages, tools, files, and FAQs. Use the discover feature to find new groups to join, events of interest, and find peers with similar profiles.
Notices & Alerts
Notices and alerts provide important information from the university. These announcements may show up in the activity feed, as a notification in the notification bell, via email, or by SMS text message.
Favorites
Add groups, tools and pages to favorites for quick, one-click access. To favorite an item, select the star icon.
Groups
Groups connect users with announcements, conversations, events and resources. Groups joined are made available in the left-hand menu and more groups can be found using discover. Create a group to collaborate on a project or topic, post announcements, share valuable resources and highlight events.
Tools
Tools are personalized links that give users one-click access to other systems and apps. Users already have some important tools in the left-hand menu, but users can always click on the tools heading to explore more. Users can add tools to the left-hand menu by clicking the add to menu icon or favorite a tool using the star. A lock icon next to a tool indicates that the tool is required and cannot be removed from the left-hand menu.
Pages
Pages feature information from the university. Relevant pages are already in the left-hand menu, and users can always click on the pages heading to view all available pages. Just like tools, pages can be added to the left-hand menu and will be a favorite. A lock icon next to a page indicates that the page is a required page and cannot be removed from the left-hand menu.
Left-hand Menu Configuration Example #1
Left-hand Menu Configuration Example #2
Left-hand Menu Configuration Example #3
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