- 24 Jun 2022
- 3 Minutes to read
Introduction to the Portal
- Updated on 24 Jun 2022
- 3 Minutes to read
The User Portal is the location where projects and designated items can be viewed and utilized by an End User. While similar to the Designer Studio, Designer Elements such as Flows, Forms, and Rules are added to the Portal at the Administrator's discretion via specific Permissions on platform accounts for designated elements. For example, an end user logged into the Portal does not have access to the Designer Studio where the workflows are built-in Decisions.
Navigating Between Portal and Studio
In v7.3+, to navigate between the Studio and Portal, click either Go To Portal or Go To Studio from atop the Folder Tree.
In v7.5+, to switch between the Studio and Portal, click either Switch To Portal or Switch To Studio from the top of the Folder Tree over the Inbox.
Global Action Bar
From the Global Action Bar, select the Account icon (denoted by a person icon) to show the current user's email and their Timezone. Doing so also brings up the Account Actions menu where features such as My Account, About Decisions, and Logout are located.
The Notification icon (bell) is the location where notifications appear; this feature is often utilized with Tasks and Assignments.
In Version 7, the Search Bar has since been moved from the Folder Tree to the Global Action Bar. Breadcrumbs are also seen within the Global Action Bar, these breadcrumbs are clickable to navigate throughout the parent Folders.
The different Page Views will be listed under the Search Bar. The pin is available to pin this bar to the top of the browser when scrolling or unpin to hide the bar.
All Folders are stored/organized on the left side of the screen in a cascading set of categories. This organizational feature is referred to as the Folder Tree. The Folder Tree combines the following out-of-the-box Folders: My Documents, All Assignments, Getting Started, Inbox, and My Apps.
When a Folder is selected, the contents and any other details are displayed on a page in the Portal View. When a Folder or Element is selected in the Portal a list of Actions is displayed on the right side. This View displays Actions that can be taken on the selected Folder or Element as well as all Element details.
Upon logging in, users have access to any Designer Element that has been made available to users in the Portal by the Administrator. From here users may conduct business without giving them access to restricted materials.
Users have access to an Inbox where they may be assigned tasks or sent notifications. Users may right-click an item in the Inbox to access the available action menu.
Searching the Portal
To the left of the Notifications icon, is a global OmniSearch Bar for the Decisions environment. As shown in the screenshot below, searching for "Forms" in a Decisions environment returns all of the Designer Elements related to the keyword. To get results from the search, the user must submit the search by pressing the Enter key.
Account Actions Menu
The Account Actions menu in the User Portal, is used to access primary Account functions within the Portal. It can be accessed by selecting the Account icon.
|Lock Portal||Security feature that allows the user to lock the Portal; the Portal can then unlocked via password.|
|Submit Feedback||Allows the user to send feedback to Decisions. Feature allows user to include Title, Description, and any relevant Files to the feedback.|
|Account Impersonation||Allows the user to take on Account Permissions/Access Levels of another Account without switching Accounts.|
|Change Password||Allows user to change their Account password for accessing the User Portal.|
|Switch to Studio||Navigates to the Decisions Studio.|
|My Account||Navigates to user's home page; in many cases, this is the My Documents Folder|
|About||Displays the following System Information for the current Decisions instance: Platform Version, HTML Version, MVC Version, Portal Base URL, whether the System is utilizing Timezone Translation, Email Settings, Server Name. the File Storage Location, and the Current Database Name.|
|Logout||Logs the user out of the Portal.|
Example of End-User Portal
The below screenshot demonstrates an end-user dashboard created in Decisions. To learn how to create a dashboard, see Create a Page and Dashboard.