Sugar Express User Guide Version 5.5.0 Beta 2

My Portal Module

Use the My Portal module to add links to Web sites and Web-based applications such as forums or the Web interface to your organization’s email system. Adding portal sites in Sugar enables the system to provide a single interface for multiple applications and Web sites.

A portal site can be either of two types: Personal or Global. A personal site is a link that only you can view and access. A global site is a link that the entire organization can view and access. Users can only add sites for personal use. Administrators can add personal sites as well as global sites.

A portal site can display as an option in the Shortcuts menu or as a tab adjacent to the module tabs. Users can display sites only as shortcuts. Administrators can display sites both as shortcuts and as tabs.

You can also hide these portal links, if needed. For example, if you have a long list of sites, you can hide the ones that you do not use very often.

To add a portal site

1.	In the Shortcuts menu of the My Portal module, click Add Site.

2.	Enter information for the following fields:

Name. Enter a name for the portal.

Website. Enter the URL for the portal Website.

Visible. By default, this box is selected to display the site link as specified in the Placement field. Deselect this box if you do not want to display the link.

Placement. By default, this portal site appears in the Shortcuts menu. As an administrator, you can display it as a shortcut, as a tab, or as both.

Type. By default, the site is classified as a personal site. As an administrator, you can specify a personal site or a global site.

3.	Click Save to create the portal; click Cancel to go back to the Portal home page without creating the new site.

To manage portal sites

•	To view detailed information on a portal site, click its name in the Portal list.

•	To edit information, make the changes on the detail page and click Save.

•	To view a portal’s target web site, click the portal name in the Shortcuts menu.

•	To delete a portal site from the list, select the checkbox adjacent to its name in the list and then click Delete.

•	To navigate back to the Portal home page from a portal site page, click List Sites in the Shortcuts menu.