The Portal Pages feature in Operate allows you to create customized pages to publish on your Portal. You can add either text or HTML and use merge fields to pull information from the system. Here is how to set this up:
- Go to Operate toolbar and hover over Portal, then select Portal Pages.
- Click New
- Enter your page details - You can name your page and add a description, as well as add merge fields to it, which will pull information from the Operate system.
- Enter your Page Body - This can be either text or HTML. Learn more about Basic formatting in the HTML/Text Editor or check the Button Glossary.
- To make sure that the page will be displayed on your Portal, please check the 'Available to use' checkbox.
- Save the page.
Once published, the page will be available on your Member Portal, under 'More info'.