Portal View Settings

You can set the following settings for appearance of portals:

  • The default portal appears when users login to Garoon
  • Users who can set up the default portal
  • Portal Display Order

Setting up the Default Portal

Set the default portals appear when users login to Garoon for each department.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Portal.

  5. Click "Default portal".

  6. On the "Default portal" screen, select an organization and click Edit. Screenshot: The "Edit" action link is highlighted on the "Default portal" screen

    If you select "(Top)", the settings are applied to all departments. However, the settings for each department override.

  7. On the "Default portal" screen, select a default portal to display, and click Save. Screenshot: Selecting a default portal to display on the "Default portal" screen

    If you select "(Not set)", the portal that is set at the top of Portal display order is displayed first.

Setting Permissions for Default Portal Setting

You can set permissions for default portal setting based on organizations, users, and roles.
The permissions for default portal settings vary depending on the security model.
The default setting is set to "GRANT (Only users on list have access)". Therefore, all users are prohibited to use the settings.
For information on user rights, refer to User Rights and Prioritized Access Permissions.

Users who have been granted permissions can set their default portal on the personal settings.

Adding Permissions

The following steps explain how to set permissions if the security model is set as "GRANT (Only users on list have access)".

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Portal.

  5. Click Permissions for default portal setting.

  6. On "Permissions for default portal setting" screen, confirm that the security model is "GRANT (Only users on list have access)".

    If the security model is set as "REVOKE (All users have access except users on list)", click Change to change the setting to "GRANT (Only users on list have access)". For details, refer to Changing the Security Model.
    Screenshot: The "GRANT (Only users on the list have access)" option in the "Security model" field is highlighted on the "Permissions for default portal setting" screen

  7. Click Add. Screenshot: The "Add" action link is highlighted on the "Permissions for default portal setting" screen

  8. On the "Add Permissions" screen, select the organization, user, or role to set permissions, and then click Add.

    To select a role, switch the view to the "Roles" tab.
    After you click "Add" then click the tab, the selected organizations, users, or roles before you switch tabs are cleared.
    Screenshot: The "Add new entry" screen with a list of users to add permissions and the "Add" button highlighted

  9. Click Add. Screenshot: The "Add" action link is highlighted on the "Add new entry" screen

Deleting Permissions

Delete permissions granted to users or organizations.
If you delete permissions, actions that users can perform changes as follows depending on the security model:

  • If the security model is "GRANT (Only users on list have access)":
    Users who were deleted the permissions or users who belonged to the organizations or roles that lost permissions no longer be able to work with items they previously could.
  • If the security model is "REVOKE (All users have access except users on list)":
    Users who were deleted the permissions or users who belonged to the organizations or roles that lost permissions can now work with items they prohibited to use.

Selecting and Deleting Permissions

You can select permissions and delete them.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Portal.

  5. Click Permissions for default portal setting.

  6. On "Permissions for default portal setting" screen, select the checkbox for the permissions to delete, and click Delete. Screenshot: The checkboxes of users to delete and the "Delete" button are highlighted on the "Permissions for default portal setting" screen

  7. Click Yes on the "Delete all Permissions" screen.

Deleting All Permissions

You can delete all permissions.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Portal.

  5. Click Permissions for default portal setting.

  6. On "Permissions for default portal setting" screen, click "Delete all". Screenshot: The "Delete all" action link is highlighted on the "Permissions for default portal setting" screen

  7. Click Yes on the "Delete all permissions" screen.

Reordering Portals to Show

Change the display order of the system-defined portals on the "Portals" screen.

Screenshot: The "Portals" screen with the system-defined portals highlighted

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click Garoon System Administration.

  3. Select "Application settings" tab.

  4. Click Portal.

  5. Click the item to reorder portals.

  6. Change the order on the "Reorder portals" screen. Screenshot: The "Reorder portals" screen

  7. Confirm your settings and click Save.

    The change you made to the display order will also be applied to the portal list in the header.
    Screenshot: A list of system-defined portals in the header is highlighted