How to Configure Portal Account Page

A guide on how to create and configure the Portal Account page...

How to Configure Portal Activity Page

A guide on how to create and configure the Portal Account page...

How to Set up the Portal

Guide on how to set up your Gold-Vision Portal...

Portal View Examples

Guide on how Gold-Vision Portals can be used...

Configure Account Page

Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...

Portal

Role Management

...Page Go to Portal Management and select “Space Designer” against your portal. Close modal Select Pages and click on a Page, this will display the Settings for the page. Here...

Configure Activity Page

Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...

Settings, View & Publish

...button. View the Portal   Close modal Once you have published your Portal you can view it at any time by clicking on the View button. Publish the Portal Close...

Web Form Integration

...choose this route. Setup Web From Integration (Legacy Version) Create a Portal Use our guidelines to install and setup a Portal to integrate your web forms. Once your Portal space...