Portal Configuration

There are some key configuration steps that need to be setup along with your portal design components. These include selecting your Portal Type, managing project or events connected to this portal and ensuring all updates are published to the portal.

This includes:

• Manage portal type configuration
• Publish design changes to the portal 
• Add a project to a portal through the portal project
• Add a project to a portal through the project dashboard
• Manage a primary project

 

Manage portal type configuration

There are two main types of portals. These include Enter Code and Tile Entry. 

Consider how your attendees will be accessing their event app through the portal - will they be provided an Event Code, or will they click on an event-specific tile? Setup your portal accordingly.

To manage portal type configuration

1. Navigate to Portal Design from the Navigation Menu
2. Select the Configuration tab
3. Select your portal type from the drop-down list
1. Enter Code: attendees can access any project linked to the portal using the project’s unique event code
2. Tile Entry: attendees can access any project linked to the portal using image tiles linked to relevant projects
4. Click Save

 

Publish design changes to the portal 

Most elements of the portal, including portal tiles and images, can be updated on the portal without requiring a resubmission to the Apple App and Google Play stores.

As you are updating your portal through the portal project, the most up-to-date version of the portal can be pushed directly to the app. 

TIP: you will know there is an update to be published when a blue down appears on the Publish tab.

To publish design changes to the portal 

1. Navigate to Portal Design from the Navigation Menu
2. Select the Publish Tab - a blue dot on this tab will indicate updates are ready to publish
3. Click Publish

 

How to add a project to a portal

In order for your event app to be accessible through your portal, it must be added to the portal. This can be done two different ways - adding through the portal project, or through the project dashboard. 

 

Add a project to a portal through the portal project

This is a great way to add multiple apps to the portal in one hit. Simple tick all relevant projects to be added to the project.

1. Navigate to Allowed Projects from the Navigation Menu
2. Click +
3. Click the checkbox next to projects you wish to add to the portal
4. Click Save

Add a project to a portal through the project dashboard

Add per-project to the portal through the project dashboard.

1. Navigate to the relevant project
2. Navigate to Dashboard from the Navigation Menu
3. Navigate to the Associated Builds card
4. Click Quick Add
5. Click App
6. Select the portal from the drop-down list
7. Click Add Build

 

Manage a primary project

Portals are built to contain many projects/event apps inside, acting as a container app. A primary project is the main project that the portal can open to right away. This might be useful for a roadshow or series of apps that run consecutively, highlighting the next app in the portal by having the portal open directly to that project.

Please note: attendees will only be directed to the primary project when they first download the portal. If the attendee has used the portal previously, they will need to change event and move to the next.

To make a project a primary project

1. Navigate to Allowed Projects from the Navigation Menu
2. Navigate to the project in the list you wish to make primary
3. Click the drop-down arrow
4. Click Make Primary

To remove the primary project

1. Navigate to Allowed Projects from the Navigation Menu
2. Navigate to the project in the list you wish to remove as the primary project
3. Click the drop-down arrow
4. Click Remove Primary