Configuring Portals

Present curated content and reinforce your brand via the simplified Portal interface.

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Discover best practices for folders and permissions to efficiently distribute content to target audiences. Learn how to configure portal pages and present content that aligns with your organization's brand.

5 things to know about NetX portals

Portals draw content from your NetX DAM.
Assets, users, permissions, and settings are managed in the DAM, but presented for consumption in the portal interface. You can configure multiple portals for different purposes — all from the same NetX DAM.
Choose specific attribute fields for your portals.
Flexible configuration allows you to decide which attribute fields are shown on the asset detail page, in the gallery sort menu, or for export in a PDF contact sheet or .csv file.
Page layout options allow you to customize your Portal.
Discover many different ways to display assets, folders, collections, and static page content. You can even insert custom HTML into static portal pages if you really want to make it your own.
Portal access can be authenticated or anonymous.
Require users to sign in with a NetX account or via a single sign-on integration, or allow anonymous access with no login required.
Create an identity for your portal with a custom URL.
Is your NetX portal a "vault", "library", "share portal", "dam", "asset bank", or ...? Configure a custom hostname to establish a rapport with your users.
 

Best practices

Simplify your portal permissions.
Create a separate folder structure for each portal to easily identify which assets are visible in portals. Assets can live in more than one folder at the same time, so you can add assets from your "main" folder tree into the portal folder structure without duplicating files.

Content is king.
Design your content pages to ensure the best possible experience for your users. Some ideas for content pages: brand guidelines, user guide or help page, FAQs, company information, uploads page, seasonal or topical promotion of assets or collections, and so much more!

Get graphic.
Represent each folder of assets with a customized image or graphic that looks great and enforces your brand. Optional rollover folder descriptions tell users what each folder is all about.

Track user engagement.
Gain valuable insight into how users interact with your portal content by enabling your organization's Google Analytics ID. 


How-to articles

Portal setup Related configurations

Tips and tricks

The values of any attribute field can be displayed underneath thumbnails in the gallery. When configuring portal-specific attributes, the first attribute in your list is the one displayed with the thumbnail.

Folder thumbnails and rollover descriptions are configured in NetX's Edit folder window, not in the portal settings area.

Resize your portal content images to avoid random cropping or perspective skewing:

  • Folder thumbnails: 370x215 pixels
  • Carousel images: 1100x290 pixels

Carousel images need to be placed together in a separate subfolder for each carousel. Images rotate in order according to the filename, so you may need to rename carousel images in numerical or alphabetical order if you want images to display in a certain order.

Take note of asset filenames prior to building content pages. Setting up pages requires you to start typing to select the desired asset, so knowing your filenames ahead of time makes building pages fast and easy.

Create a separate folder structure for portal assets to simplify permissions and asset organization:

Screen_Shot_2022-04-27_at_3.04.17_PM.png

  1. Create a folder at the top-level named Portals.
  2. Under this top-level folder, add a subfolder named for each portal (e.g. Demo Portal and Second Portal)
  3. Under each portal subfolder:
    • add an Assets folder with subfolders of assets that are available in the portal for search, collect, and download. This folder structure must have permissions configured for applicable user groups.
    • add a Portal Elements folder to contain content page assets and other design elements that all users need to see.
  4. The Portal Elements folder must be configured with permissions for all user groups that access your portal and contains the following types of assets:
    • folder thumbnails
    • carousel images (each carousel requires its own subfolder)
    • all assets used in content pages
  5. Your portal logo, favicon, watermark, and custom font assets do not require user permissions to be visible. While these assets don't have to be contained in the Portal Elements folder, you may still want to keep them there for ease of reference.

Up next...

Get ready for your File and Data Ingest!


BEFORE YOU IMPORT ASSETS
Set up your portal folder structure and configure all applicable permissions.

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