Publishing Your Content to a Portal

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Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Big decisions are best backed with accurate, comprehensive data. Keep your boss informed and your stakeholders assured by posting your dashboards, reports, and RFPs to a password-protected Portal.
 
User-added image
 
1 Create a portal. Begin by clicking Admin in the top right. Hover over Reporting and, under Manage, click Portals

Click Create Portal. Give it a name for your reference and select a time zone.

Click Save


2 Access the link and add extra security, if necessary. The Portal Details tab opens by default. The link to your portal is in the URL field.

Your portal is already password-protected but for added security, you can l
imit access by IP address (codes that identify a computer network). To do so, click Edit. Under Security, switch "Limit portal access to certain IP addresses" to Yes, and list the IP addresses, separated by commas, in the following format: 123.4.5.6.

Click Save.

3 Post content. Select the neighboring tab, Content.

Hover over Actions. Click Add Reports for a list of all reports, click Add Dashboard for a list of your dashboards, or click Add RFPs to see a list of all RFPs saved in your account.

 
NOTE: You can also add your report to the portal from the generated Event, Inquisium, or RFP report.

Check the boxes beside the ones you want to display, then click Next.

Choose whether all portal users can see this content, or just a select few. Checking the box beside "Notify new users that they can view this discount" will send them the Notification Email with a link to the new content.
 
User-added image

Once you're done, click Finish.
 
NOTE: Changed your mind? Click User-added image to remove a dashboard or report.

4 Organize the content. You can organize your dashboards and reports under collapsible headers and rearrange the order they're listed.
 
User-added image

To do so, hover over Manage Categories and click Dashboard Categories or Report Categories

Click Create Category to name the header your content will nest under. Then click and drag your content below the category you just created in any order you choose.

 
User-added image

Click Save
 

5 Customize the content. Click the neighboring tab, Display Options, then EditChoose a theme, light or dark.

The Login Page is the first thing users see. Upon logging in, they'll see the logos, header, banner, instructions, and footer you add in the Portal Pages section. Not sure how it all comes together? Refer to the graphic below.
 
User-added image

Under Colors, you can adjust a color by entering a hex value or clicking the box and selecting a color.
 
User-added image

Once you're done, click Save.

6 Manage your portal users. Ready to share your portal? As soon as you add a portal user, they'll receive the Invitation Email prompting them to create a password and log in. Click the neighboring tab, Visibility, and click Edit.

Click Add Users.

Check the box beside one of your account users. Or, click Create Portal User,
enter their name and email, click Create, then Close.

Click Next.

Choose which dashboards and reports this user can see by checking the boxes on the left.

Click Finish.


Need to delete a user? Check the box beside their name, hover over Actions, and click Remove. Click Confirm.

7 Edit your portal emails, if necessary. Click the rightmost tab, Emails. Three notifications have already been set up:
 
  • Invitation Email prompts new portal users to create a password and log in.
  • Notification Email notifies portal users when you've added a new dashboard or report.
  • Reminder Email regularly reminds the recipient to log in and check your portal for updates. You determine how frequently this is sent.
 
NOTE: If none of these emails meet your needs, click Create Email to start from scratch.

Click the name of an email, then click Edit. You can deactivate an email by clicking No next to Active.

Edit the email's name, from name, and subject in the appropriate fields.

To schedule the Reminder Email, scroll down to Send Settings and click At a scheduled date and time. Enter the duration, frequency, and time of day. In the following example, the recipient will receive a reminder to check your portal every Monday morning during the summer.
 
User-added image
 
Click Next
to access the HTML Editor while adding a message.
 

Once you're done, click Finish. To send the email now, hover over Actions, and click Manual Send.

Adjust your RFP Settings, if necessary. If you're creating a portal for your CSN account,  you have a few more options for your RFPs.
 
NOTE: Currently this feature only works in Classic Admin. To switch, click My Profile in the top right, then Switch to Classic Admin. Once you're done, switch back by returning to the same page and clicking Switch to New Admin.

Begin by clicking Admin in the top right. Click Websites in the blue navigation bar. Under Section Links on the left, click Portals

Click the name of your portal, the the tab to the right, RFP Settings, and click Edit.

Select how you'd like to calculate your Average Daily Rate (ADR). You can choose to calculate the Overall ADR, which takes into account all room types on the proposal, or the Core ADR, which considers only run of the house, single, and double rooms when averaging.


Prefer another term for your shortlisted venues? Use the textbox to enter a custom one instead. You can also choose to display each venue's shortlist rank.

User-added image

Finally, if you'd like to call out your preferred venues in your portal, use the radio button marked "Yes" to add an icon next to each of them.

Once you've finished, click Save.
 

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