Each portal can have up to 5 Custom Web Pages added. Custom Pages allow you to add pages that you have complete control over if you need additional information on the portal. You can then create links to these pages. Custom Pages require HTML formatting that you do not need to worry about. The Onboarding team will manage that for you.
To request a Custom Page please supply the following information:
- Name of the Page - This is the actual name of the page that will appear in the URL. The Name cannot have spaces or non alpha numeric characters. Examples are:
- privacy-policy = portal.youragency.com/pages/privacy-policy
- state-disclosures = portal.youragency.com/pages/state-disclosures
- terms-of-use = portal.youragency.com/pages/terms-of-use
- Page Content - This will be turned into HTML to accommodate both cell phone and larger screens. You can send this info formatted in a word document or simply formatted in the body of an email.
- Page Title - This is the Title that will show at the top of the Page. It can contain any characters but should be a reasonable length to display at the top of the page.
- Public - Yes or No - Will this page be available publicly on the website or will the user have to login to access the page.
- Include on Main Menu - Yes or No - Should this page be included on the main menu at the top of the screen. While you can have any number of your pages in the main menu, keep in mind that it may not look appropriate to have too many items (or items that are too long) in the title.
See the example below:
- Name of the Page - privacy-policy
- Page Content - HTML Content Supplied
- Page Title - Privacy Policy
- Public - Yes
- Include on Main Menu - Yes
Viewing Existing Custom Pages
To view all of the custom pages in your system go to the Settings page of your admin portal and click View Custom Pages.
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