Portals provide a simplified user interface for distributing curated content and enforcing your organization's brand identity.

In this article

Learn how to configure your portal to curate existing content and promote your brand identity. You'll discover best practices for folders and permissions to efficiently distribute content to target audiences.

(question) Who will access content in the portal?
(question) Will the portal be open access or require login?
(question) What type of content (other than assets) do we need? e.g. Brand Guidelines, Help Page, FAQs, etc.
(question) Who will prepare and maintain the page content?

5 things to know about NetX portals


Portals draw content from your NetX DAM.
Assets, users, permissions, and settings are all managed in the DAM but presented for consumption in the Portal interface. You can even configure multiple portals for different purposes that display content from a single NetX DAM.

Portals can be restricted or anonymous.
Configure user authentication or allow anonymous access with no login required.

SSO authentication is an option. 
Provide seamless access to portals for your internal users using Single Sign-On.

Portal design can be customized to a certain degree.
Insert custom HTML within any content page of a portal.

Custom URLs can help advertise your brand.
Is your NetX a "vault", "library", "share portal", "dam", "asset bank",  or ...? Enforce your brand identity with a custom hostname. 


Best practices

Simplify your portal permissions.
Create a separate folder structure for each portal to easily identify which assets are visible in portals. Assets can live in more than one folder at the same time, so you can add assets from your "main" folder tree into the portal folder structure without duplicating files.

Content is king.
Design your content pages to ensure the best possible experience for your users. Some ideas for content pages: brand guidelines, user guide or help page, FAQs, company information, uploads page, seasonal or topical promotion of assets or collections, and so much more!

Get graphic.
Represent each folder of assets with a customized image or graphic that looks great and enforces your brand. Optional rollover folder descriptions show users what each folder is all about.

Portal attributes.
Configure a portal-specific set of attribute fields that are displayed on an asset's detail page. Pay attention to the first attribute in the list — values from this attribute field are displayed underneath the asset thumbnails in the gallery.


How-to articles



Tips and tricks

Folder thumbnails and rollover descriptions are configured NetX's Edit folder window, not in the portal settings area.

Resize your portal content images to avoid random cropping or perspective skewing:

  • Folder thumbnails: 370x215 pixels
  • Carousel images: 1100x290 pixels

Carousel images need to be placed together in a separate subfolder for each carousel. Images rotate in order according to the filename, so you may need to rename carousel images in numerical or alphabetical order if you want images to display in a certain order.

Know your explicit filenames so you can type them in when inserting assets into content pages. This makes building pages fast and easy.

Create a separate folder structure for portal assets to simplify permissions and asset organization:

  1. Create a folder at the top-level named Portals.
  2. Under this top-level folder, add a subfolder named for each portal. Under each portal subfolder:
    1. add an Assets folder that contains subfolders for permitted content that different user groups can search, collect, and download.
    2. add a CMS - Fonts - Logos folder to contain design elements and assets for content pages that all users need to see.
  3. The CMS - Fonts - Logos folder needs to be configured  with permissions for all user groups that need access to your portal and contains the following types of assets:
    • logo
    • favicon
    • folder thumbnails
    • custom font files
    • carousel images (in a separate subfolder)
    • all images or files displayed on portal content pages

Up next...

Get ready for your File and Data Ingest!


BEFORE YOU IMPORT ASSETS

Set up your portal folder structure and configure all applicable permissions.