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Following a portal

Presentation board icon with a blue background, representing the Create portal step in the flow. Addition symbol icon next to a presentation board with a chart, on a blue background, representing the Add elements step in the flow. User icon connected to two points by lines, on a blue background, accompanied by arrows pointing right, representing the Share portal step in the flow. Binoculars icon on a blue background, representing the View portal step selected in the flow.

 

Prerequisites

  • “Audit trail” permission enabled on the Configuration > Access group (CM011) menu.
  • Portal shared publicly or with the logged user.
  • Access to the Portals menu.

 

Introduction

Portals transform data into graphical dashboards. Therefore, they are considered instruments to assist in the analysis and communication of results.

When you follow a portal, it will be listed on the Portals menu from the general system menus bar:

System portal listing screen, with the Portals dropdown menu open, showing the portals followed by the user and options to view all or create a new portal.

Thus, it is easier to track them and access them.

 

Following a portal

1. After opening the Portals menu, click on See all.

2. At this point, the list of portals will be displayed.

3. Choose the portal you wish to track and click on Follow.

User following the steps described above to follow a portal.

 

Conclusion

Now, the user will be able to follow portals. Followed portals will be displayed on the Portal menu from the general system menus bar!

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Index

Prerequisites Introduction Following a portal Conclusion

First steps

Component menu overview

Portals

Daily routine