Configure the Portal Module

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This article shows how to enable the CivicPlus Resident Portal on your Web Central site and add a linked page to the front end of the Portal module.

Important Note:

If the Portal module is not turned on for your site, fill out the CivicPlus Resident Portal request form to enable it for your organization.

Instructions

  1. Log in to your site and navigate to Modules and then select PortalPortal selected in Modules listing.

  2. Select the Properties tab Properties tab on portal page.

  3. Scroll down and check Enable PortalEnable portal checkbox.

  4. Click Save ChangesSave changes button.

  5. Navigate to the HomepageHomepage button in top left corner of page

  6. Turn Live Edit OnLive edit on button.

  7. Select Add Page under the applicable section Add page link in mega menu.

  8. Add a Title, such as "View My Portal" Title field.

  9. Check Linked PageLinked page checkbox.

  10. Add /portal as the LinkLink field.

  11. Click Create PageCreate page button.

  12. Select Save and PublishSave and publish button in top right corner of page.

  13. Click Go There NowGo there now button on linked page.

  14. The linked page will direct you to your Resident Portal Portal Embed page.