Configuring Portals

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

5 things to know about NetX portals

Best practices

Simplify portal permissions.
Create a separate folder structure for each portal to easily identify which assets are visible in portals and make it easy to set permissions for portal-only user groups. 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.

Portals are not just for assets.
Custom content pages let you create a mini-website to add context around your assets. Some ideas for content pages: asset use and brand guidelines, portal user guide, organizational mission, uploads page, seasonal promotion of asset collections, Help & FAQs, and so much more!

Creative curation.
Use saved collections and saved searches to present tailored groups of assets to your portal users. Display a collection of assets on a content page, link to a saved search from the navigation menu, or embed links in text or graphics on a static page.

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

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: 352x200 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. If you have an Anonymous Access portal and use the Browser user level, you'll need to Allow Browsers Access to Carousel Content. 

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:

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.

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