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Viewing and managing Portals settings in the administrator

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If your site has the Portals add on, how you view and manage its settings in the administrator is determined by the version of the Soapbox administrator your site has: Soapbox Lightning, Soapbox Engage Classic, or Soapbox CMS Classic.

I have the Soapbox Lightning Administrator with...
  • Contextual menu with App Launcher waffle to the left of the navigation
  • White and blue color scheme with penguin avatar in upper right
  • Soapbox Engage User Account module at the top of the right column of the home page

screenshot-lightining-thumbnail.png

I have the Soapbox Engage Classic Administrator with... I have the Soapbox CMS Classic Administrator with...
  • Main menu with no drop down options
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Menu link in the main menu
  • Icons for managing content in the left column of the home page
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Lightning administrator:

To view and manage the Portals settings with in the Soapbox Lightning Administrator, click the App Launcher waffle to the left of the navigation bar. In the App Launcher popup, do any of the following: a) in the Utlity Apps section of the popup, click the Users app tile; b) scroll to the All Items section of the popup and click Users > Users; or c) type "Users" in the search field and click either the Users app tile or Users > Users in All Items in the results.

For Soapbox sites using the Soapbox Engage Classic administrator:

To view and manage the Portals settings in the Soapbox Engage Classic Administrator, click Portals in the main menu. NOTE: This option is available only on specific Soapbox Engage Classic administrator setups. If it is not available on your instance, you can access Portals by switching to Soapbox Lightning.

For Soapbox sites using the Soapbox CMS Classic administrator:

To view and manage the Portals settings within the Soapbox CMS administrator, go to Components > Salesforce Dashboard > Portals in the main menu.

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