Planhat

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

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

Carly Hammond

Christian Dreyer

Portals

Click here for app.planhat.com Help Center

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