Portal provides access to Forms or Tasks for Portal or Mobile App users by logging in to the Portal from a web browser or a mobile application.
The chapter covers how to get access to the feature, adjust its settings and filter Data Models for specific Contacts.
How to get access to the Portal
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Click on the Portal button on the upper toolbar.
The chapter contains the following articles
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Article |
Description |
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The article describes how to set up the Portal view. |
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The article describes how to adjust all Portal settings. |
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The article describes how to adjust filters for Data Models. |
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Forms can be published to the Portal. This launch method is commonly used if you want your respondents to access all the forms published to them in one place. |