Learn how to add a portal login message in this step-by-step guide. This help guide will cover how to add a portal login message.
Recommended Reading Before Your Start
Content
Instructions
Add a Portal Login Message
1. Navigate to the Settings icon and select Global Settings.
2. Under Constituent Portal, select Constituent Portal Dashboard.
3. On the page that loads, you will see a section titled Portal Dashboard Message.
From here, you can turn the portal dashboard message On and Off using the toggle button.
When creating a new message, you will give the message a name and enter the message details. You can use the textbox features to customize the text in your message. You can add a custom welcome message, links and instructions, and/or photos to share with your constituents when they log in.
4. You can choose to update the portal interface by turning the toggle on. Select the type of greeting you would like to display in the message in the Portal Greeting section.
5. You can turn on and off sections on the dashboard page. To see the display status of sections, navigate to the Profile Configuration section of the page. Turn on and off the sections by using the toggle button for each section. When finished, select Save.
6. Go to the top of the page and select Preview to see what your portal dashboard looks like.
7. You can now view the changes you made.