As part of the process of personalizing VisualVault for each business process and user role, an administrator can utilize the Portals tool to present basic or complex data in a concise page display. This feature allows the administrator to transform the user's home screen into a source of the most used information for their daily work.

By the end of this course, you will be able to:

• Identify the different components for managing the home screen


• Create and configure portal tabs


• Add modules to a portal tab


• Recognize the different panels that can be configured on a portal tab


• Create a portal and assign it to specific users


• Assign portal tabs to a portal group


• Identify how security on a portal tab affects the display of tabs on the home screen


• Configure security on a portal

1. Introduction


2. Portals


3. Portal Tabs and Modules


4. Portal Pages


5. Portal Security


6. Review