Question:
How to edit a Brand Portal in Vault PromoMats and Medical?
Answer:
The Brand Portal is a digital asset management tool that allows users to curate and share up-to-date content with other users and teams in a simplified user interface.
The Portal feature must be enabled by an Admin selecting the Enable Portal checkbox under Admin --> Settings --> Application Settings.
A user's ability to create and edit Portals is controlled by the following permissions:
| Type | Permission | Controls |
| Security Profile | Object: Portal: Read, Create, Edit, Delete |
Ability to see, create, edit, and delete Portal object records.
|
| Security Profile | Object: Portal Widget: {Portal Widget}: Read, Create, Edit, Delete |
Ability to see, create, edit, and delete Portal Widget object records; you need this for each individual Portal Widget object to work with records of the type.
|
| Security Profile | Object: Portal Widget Content: {Portal Widget Content}: Read, Create, Edit, Delete |
Ability to see, create, edit, and delete Portal Widget Content object records; you need this for each individual Portal Widget Content object to work with records of the type.
|
To access the Portal Editor, click the Portal tab in Vault and navigate to the All Portals page. Then, click Edit and click on the pen icon of the Portal that needs editing to enter edit mode.
Portal Editor is also accessible once a user has accessed a specific portal by clicking on the arrow next to the portal logo and selecting Edit Portal.
As well as editing portal properties such as the logo, colours, and description, users can also edit portal content. Upon completing the edition of the portal, click Save.
Related Documentation:
Vault Help Documentation: