Planhat

In Portal Manager you can view and manage individual Portals, Portal content, Portal Templates and Portal External Users and External Roles

Global Tools for admins - "Portal Manager"

You can create Sections and Pages for Portals via the Portal Manager, or in Home and then share to Portals using your choice of method

Portal content

Learn how to create and manage Portal Templates in the Portal Manager

Portal Templates

Learn how to set permissions for External Roles and manage External Users in the Portal Manager

Portal Manager - External Roles and External Users

The simple steps to generate (and populate) a Portal for a customer or prospect

How to create a Portal for an individual Company

Choose which records from your Planhat app to display in Portals

How to share data records to a Portal

Learn how to add and edit the External Users and Internal Users of a Portal

Adding and managing Portal users

Learn about adding a Project Workflow to a Company's Portal

How to manually add a Workflow to a Portal

How to automatically add Workflows to Portals, and automatically assign External Users as task step owners

Advanced setup for Workflows in Portals

Learn how to add files to Portals, and which permissions are needed to give External Roles access

Files (attachments) in Portals

How to display and share your customer portals as a one-click solution inside your own app

Share Portals with your customers from within your own application

If you have questions about Portals, this article will help answer them

Portal FAQs

Carly Hammond

Josefine Thoren

How to set up Portals - collaborative hubs for you and your customers/prospects

Portals

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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