Summary
Each Portal belongs to one Company (i.e. an organization that's your customer or prospect)
Portals aren't automatically created (even if you have set up a Portal Template with criteria that match a Company)
It's really easy to generate a Portal for a Company via its Full-Page Profile
Note that this article is specifically about "spinning up" a Portal, rather than designing/configuring Portals
Who is this article for?
Planhat users who want to create Portals for Companies
For example, you could be a CSM creating Portals for your customers, or a Salesperson creating Portals for your prospects
Series
This article is part of a series on creating Portals:
How to create a Portal for an individual Company ⬅️ You are here
Article contents
Introduction
Portals are unified collaboration spaces, where you can share information with your customers and prospects, and they can interact with that data too.
You generate a Portal for each individual Company you would like a Portal for ("Company" being the Planhat model for organizations that are your customers and prospects). Portals can be automatically populated with content from a Portal Template, and you can also manually add content to Portals. Additionally, you need to share data records to each Portal, and invite Internal and External Users.
In this article, we will focus on the process to create ("spin up") a Portal for an individual Company. Subsequent articles will take you through the next steps.
📌 Definitions
Planhat "models" (also called "data models") are similar to the "objects" you may be familiar with from other tools
"Company" is the model representing organizations that are your customers or prospects (i.e. your accounts)
"Records" are data items within those models
E.g. "Samsung" and "Pfizer" could be Company records
📌 Important to note
"Vanity" (custom) URLs for Portals are not supported at time of writing.
How to create a Portal for an individual Company
📌 Important to note
Remember, here we are referring to generating ("spinning up") a Portal for a customer or prospect - not designing Portal content, which we cover in a separate article here.
Go to the Full-Page Profile of the Company you would like to create a Portal for
Click the image to view it enlarged
Click on the ellipsis symbol (3 dots) in the top right, and select "Create Portal"
The Portal will be created, and will open on your screen. If the Company matches the criteria of a Portal Template (as shown in the second screenshot below), you will see the relevant content (Sections/Pages) automatically populated
Click the image to view it enlarged
Click the image to view it enlarged
Data records are not automatically shared to Portals (for data security reasons), so you need to manually share your choice of records. We describe how to do this in a separate article here
If you would like to make changes to the content in this specific Portal, e.g. add a new Page, then you can do so
Colors are (i.e. branding is) automatically applied from the Portal Template if one is applied, but you can also set or modify colors/branding for each individual Portal via its "Portal Settings" in the bottom left
🚀 Tip
When a Company has had a Portal created for it, you will see this via a purple "Portal" badge with lightning-bolt icon in the top right of its Profile.
Click the image to view it enlarged
Next steps
Now the Company's Portal has been created, the next step is to share data records to the Portal, which we'll go through in the next article in this series here.