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Use the search box in the header (above); it stays sharp while you browse results. Tools, Portal pages, and Quick links. Esc closes.
Your account doesn't have admin access. Add your sign-in email to PORTAL_ADMIN_EMAILS in Azure (Environment Variables). Use the exact email you sign in with—comma-separated if multiple admins.
Shown at the top of the main dashboard for everyone. Use the toolbar to format text (bold, underline, size). Content is saved as safe HTML.
Shows each user’s most-opened tools/pages (stored in the browser). Add optional columns FrequentNavTitle and FrequentNavPosition (text: Top or Bottom) to PortalDashboardMessage if saves fail without them.
Publish updates or reminders. Target Everyone signed in or specific teams (team names must match PortalTeams and each user’s Team in User Access). Users see a campaign icon next to the new-user alert; a red dot means they have not opened this version yet. A short sound plays once per notice version per browser tab when they load the portal.
Check one or more teams. Names must match the Teams list in Admin.
SharePoint list PortalSiteAnnouncement (see ADMIN_SETUP) with columns Title, Body, Audience (All / Teams), TargetTeams, PublishVersion.
The quick links block on the home page is hidden for everyone until you grant the tool Dashboard quick links (dashboard-quick-links) in User Access and/or on each team’s Allowed Tool Ids, same as any other tool. Then configure links here. Links that share the same Tab / section name appear under one tab. Each link opens in a new tab (https:// or http:// only). Leave Material icon empty to use the site favicon.
Icons use Google Material Symbols names (same as Material Icons), e.g. folder, groups, description. Section order: use Up/Down. Hide from menus removes a section or tool from the sidebar, flyout, and Tool Library without revoking User Access. Colors: hex (#2f81f7) or rgba(...). Sidebar sections are collapsible; “Start collapsed” is the default until a user expands/collapses (then their choice is remembered in the browser).
Section order (above) controls the order of section headings. Tool order (below) controls order within each section in the sidebar and Tool Library.
Add people who have visibility of each house (they see all teams under that house in the Manager view). You can assign more than one person per house.
Assign a House and Manager per team. Team tool access is granted to every user in that team (in addition to their personal access).
Assign team, tools, role, and visibility. Visibility controls what they see in the Manager view: See all, or select specific houses/teams. In each card, Full name uses the same team roster as TPV/LIS: type at least two letters, use gray completion, then Tab or → to accept — it fills the name and Team when the roster matches. Search email / name updates after a short pause. With very long lists, only the first chunk of cards is shown until you narrow filters or use Show more. Use Needs setup only to list users missing a display name or team; filter by team and house; sort by name or by last login (from LastSeen when the user visits the portal). Portal page editor (portal-pages-editor) and HTML authoring live on /admin/pages/ — grant that tool in Sections & Tools for people who should edit pages; portal admins still manage page sections at the top of that page.
Aggregated portal traffic from automatic heartbeats when someone is signed in (about once per 55 minutes per browser). This is not raw page-view telemetry — use it to spot heavier hours, weekdays, and team-level volume. No person names are stored in the usage list. Create the SharePoint list PortalSiteUsage as documented in ADMIN_SETUP.md (optional env PORTAL_SITE_USAGE_LIST).