Details
A portal is a convenient tool that wraps selected deliveries into a simple website to create a single point of access for end-users.
The structure of the portal's pages is determined by the contents of the entities.
For example, databases are represented as individual sections where you can analyze data by accessing the database directly. Dashboards appear in portals according to the hierarchy of their pages.
The first page in the list will be the default page when you open the portal. Our recommendation: if you want to make a navigation page, you should just put it first.
Portals are an alternative way to organize access to your data. You can combine deliveries by type, clients, and projects. Apart from folders, the same entity can be added to different portals.
Tip! The principal difference is that by sharing a portal with other users you do not allow access to selected features.
Warning: DataTile strictly preserves ownership of information. Even via the portal, an entity (dashboard or database) only becomes available to the user if it has been shared explicitly.
It allows the combining of deliveries produced by individual teams on the same portal without reconciliation, coordination, and security concerns.
Portal allows access to information and DataTile preserves the separation of participants. The owners of original entities retain full control over their information, even though it's being presented via a Portal created by a third party.
Creation of a new portal
Limitation: Portal creator role
Only users with the "add and edit portals" rights can create portals. To obtain these rights contact your DataTile administrator.
To create a new portal click on the '+' icon in My Space and choose 'Portal'.
Adding dashboards to a Portal
Prerequisites: You must have the rights as a 'Portal creator', be an owner, or have 'Can edit' permission to the portal you are going to edit.
Open the Portal you want to configure.
Click on the Edit button on the top-right to switch to edit mode.
Click on the 'ADD DASHBOARD' button to see a list of available dashboards.
Select the dashboard you want to add to the portal and press "OK" to close the dialog.
You can manually reorder the list of entities added to the portal.
Remember that by sharing a portal you do not automatically share its dashboards and databases. It is still required to share the entities explicitly.
The list of entities provides the set of relevant actions for your convenience:
Navigate to the original entity by clicking on its name
- opens the sharing dialog for the entities if you have "Can share" permission
- hide/unhide entities from the portal.
- delete an entity from the portal.
Work with a portal in VIEW mode
A portal in VIEW mode is accessed as a website with a hierarchical menu. The hierarchy corresponds to the structure of enclosed entities. A dashboard is represented as a top-level section with a subtree assigned to the page tree of the dashboard.
A dashboard can be configured in a way that different pages are made available to different users. The menu and content strictly follow access restrictions of the viewing user to the original entities. I.e. different users can see different content in a portal according to their permissions.
Note! The links to the portal pages are different and do not match the links that have entities. Be careful when sharing.
