Easily search and consult information, report cases, complete question lists and much more. Your users can do this from the portal.
When a user opens Zenya, his start portal opens. In a portal you can quickly find specific information from documents, processes, question lists and forms and - depending on your permissions - you have access to various application management components. You can set up multiple portals, for example for specific departments, themes etc. This gives you the opportunity to provide insight into targeted information for a specific user or user group.
Before we explain how to set up a portal, let's first see what the portal looks like and what you can do with it..
What does the portal look like and what can you do with it?
1. General
2. The buttons
How do you set up a portal?
In application management you will find various parts with which you can set up a portal.
1. General settings
- System settings - Background and color settings
- Portal settings
2. Collections
3. Portals
3.1. Properties
- Determine the layout of your portal
- Highlight important documents
- Information panel
- Show panels on the homepage
3.2. Collections – Link to your portal
3.3. Search settings – Present and filter search results
3.4. Set permissions – Read and management rights
3.5. Dashboard
Determine which data you want to include in the diagrams on the dashboard:
- Management info dataset – For Question lists and Risks
- Public filters – For Cases
Create diagrams for various modules:
- Standard diagrams for multiple portals
- Diagrams on Cases
- Diagrams on Question lists
- Heatmap for Risks
- Common keywords
- NPS score
3.6. Fill out page - Add content
3.7. News - Post messages
4. Users
5. Search
5.1 Improve search results
- Search management – Search questions and recommended links
- Synonyms
- Fields - Add meta data to documents