Manage Public Portal Customizations

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The Public Portal can be configured with custom branding to better integrate with your organization's website. This article will show you how to customize your Public Portal.

Important Note

To manage these settings, a user must have the Has Access to Events Site Settings permission in their User Profile.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu and click Settings:
    The User Menu expanded to show all options, with the Settings option highlighted.

  3. Select Events and Public Portal:
    Events and Public Portal tile on the Site Settings page.

  4. Select Portal Settings:
    Portal Settings tile on the Events and Public Portal page.

  5. Scroll down to the Public Portal Customizations section:
    The Public Portal Customizations section header.

  6. Select an option to set the default page that appears when an event opens on the Public Portal:
    The Public Portal Default Event Page field.

    • Files: Have an event's Meeting Files page open when selecting an event

    • Overview: Have an event's Meeting Overview (agenda packet) page open when selecting an event

    • Video: Have an event's Meeting Media (live stream or video recording) page open when selecting an event

  7. Select or update the Public Portal Color by clicking the colored box and choosing a color from the color picker or by manually entering a hexadecimal (HEX) color code in the text box, if desired:
    The Public Portal Color fields.

    Note:

    The selected color will be applied as an accent color throughout the Public Portal as shown in the example image below:

    A Public Portal accent color example.

  8. Enter or update the Public Portal Name that will be displayed at the top of the Public Portal, if desired:
    The Public Portal Name field.

    Note:

    This field is limited to 100 characters and will appear as shown in the example below:

    An example Public Portal name.

  9. Enter or update the introductory Public Portal Custom Text that will be displayed above the portal filtering options, if desired:
    The Public Portal Custom Text field.

    Notes:

    • You can use the paragraph formatting and text formatting tools to format the display of the snippet text as desired:

      The text and paragraph formatting tools in the Public Portal Custom Text field.

    • The Public Portal Custom Text field is limited to 500 characters and will appear as shown in the example below:

      Example custom text on a Public Portal home page.

  10. Upload a Public Portal Custom Logo image that will be displayed next to the Public Portal Name at the top of the portal, if desired:
    The Public Portal Custom Logo field.

    Note:

    • If you already have a custom logo in place, the “Upload Image” button will display as a “Replace Image” button.

    • The image height must be between 90 and 150 pixels and will appear as shown in the example below:

      An example custom logo on a Public Portal.

  11. Enter or edit the URL that you would like Public Portal users to be directed to when they click on your Public Portal logo, if desired:
    The Public Portal Logo URL field.

    Note:

    If no Public Portal Logo URL is provided, clicking the logo will take users to the Public Portal home page.

  12. Upload a Public Portal Favicon image that will be displayed next to the name of the Public Portal page that is open in the browser tab, if desired:
    The gray, rectangular Public Portal Favicon Image Upload button.

    Notes:

    • Your favicon image must be a SVG or PNG file.

    • If you already have a favicon image in place, the “Upload Image” button will display as a “Replace Image” button.

    • The default Public Portal favicon image is the CivicPlus logo:
      An example Public Portal favicon.

  13. Check or uncheck the Show Event Notice Preview in Events Grid checkbox to indicate if event notices should appear on the Public Portal, as desired:

    The Show Event Notice Preview in Events Grid checkbox in the Public Portal Customizations section.

    Note:

    When the the Show Event Notice Preview checkbox is checked, the event notice will appear between the meeting name and the meeting type:

    An example event notice on the Public Portal home page.

  14. Click Save Changes:

    The green, rectangular Save Changes button which appears below the User menu.

  15. Changes to these settings go into effect the next time the Public Portal loads:

    An example Public Portal homepage.