Enabling a Public Home Page in a Client Portal

To enable a public home page for your organization's Client Portal, you need to:

  1. Sign into the Admin application.

  2. Navigate to Applications > [Client Portal] > Desktops & Pages > Pages.

  3. Open the details of the appropriate page by clicking its name from the list. If no page exist, you may need to create one first.

  4. In the Edit Page Details window, go to the Content tab add the desired desktop modules and save.

  5. In the Edit Page Details window, go to the Details tab and ensure that the desktop is active.

  6. The page will now appear in both the Admin list of pages and in the Client Portal.

  7. Use the grid settings to reorder pages and change which page is the default (or starting) page for the Client Portal.

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Article ID: 2142
Mon 8/11/14 9:58 AM
Tue 6/30/20 7:22 AM