AdminSite Settings → Portal Settings

This page controls portal-wide preferences for what users see when they sign in — which navigation items appear, where contact form submissions are routed, and the welcome content on the portal home page.

Not to be confused with...

The Portals list under Settings → Portals is where you create and edit each portal's name, slug, and branding. Site Settings → Portal Settings (this page) configures the menus and homepage shown inside a portal.

Open Settings → Site Settings → Portal Settings.

Portal Settings. Two sections: Menu Visibility (top) and Home Page (below).

Menu Visibility

Decide which sidebar items users see in this portal.

• Show Programs menu — hides the Programs nav entry when off.
• Show Resources menu — hides the Resources nav entry.
• Show language switcher — toggles the language selector in the top bar.
• Show My Evidence — controls the My Evidence nav entry.
• Show Contact Us — controls the Contact Us button.
• Contact Us email — the email address that receives contact-form submissions when Show Contact Us is enabled. Required when the toggle is on.

WARNING

Turning a menu off only hides it from the navigation. Direct URLs to those pages still work — use Roles and step-level access controls if you need to fully restrict access.

Home Page

The welcome card that appears beneath the quick actions on the user home page.

Home Page editor. The image becomes the hero on the user home; the title and intro text sit alongside it.

• Title — the heading users see (e.g. Welcome!). Required.
• Intro Text — a rich-text block under the title. Supports basic formatting, links, lists, tables, and embedded images.
• Image — the hero image displayed next to the welcome copy. Use a wide landscape image for the best fit.

Click Save changes at the bottom of the page to publish your edits. Changes are visible to users immediately on their next page load.

Other Site Settings sub-pages

The left sub-nav on Site Settings groups related configuration:

• General — tenant-wide basics.
• Appearance — colours, logos, and theme.
• Portal Settings — this page.
• User Profiles — fields and visibility rules on user profiles.
• Announcements — broadcast messages shown on the user home.
• Data Imports — configure recurring CSV/SFTP import sources.
• Messaging — internal messaging defaults.
• Import Logs — outcomes of past data imports.
• Agent Links — third-party integrations exposed in the user portal.
• User Custom Fields — additional structured fields collected from users.