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PAGES: Dashboards, Portal Pages and Public/Landing Pages

Learn how Dashboards, Portal Pages, Landing Pages, and Profile Pages work in Unificus.

Understanding Dashboards, Portal Pages, and Public Pages

This guide explores how Dashboards, Portal Pages, Landing Pages, and Profile Pages function within Unificus. Mastering each type helps you streamline operations, strengthen client relationships, and amplify your marketing reach.


Dashboards: Your Personalized Home Base

Dashboards act as a central location within your portal—a personal workspace you can visit anytime. They provide quick access to the information that matters most to you.

Key features:

  • Every user gets a Dashboard automatically when their account is created
  • Access it via the “Dashboard” link in your main navigation menu
  • Clicking your organization’s logo takes you straight to your Dashboard
  • Build multiple Dashboards for different needs
  • Assign to clients or team members with personalized content
  • Use priority settings to control visibility across groups
  • Content adjusts based on assigned Circles (user groups)

Common uses:

  • Track key performance indicators (KPIs) for clients or team members
  • Offer one-click access to tools and resources you use regularly
  • Show project status updates or team progress at a glance
  • Create role-specific or department-specific workspaces

Learn more about Dashboards


Portal Pages: Your Internal Knowledge Base

Portal Pages function as a private intranet accessible only to registered users. They provide a flexible way to organize and share internal information.

Key features:

  • Assign multiple Portal Pages to individual users (clients or staff)
  • Content stays hidden from users who aren’t assigned to that page
  • Build a comprehensive library of knowledge base articles
  • Document workflows, policies, and best practices
  • Control access by Circles, Teams, Roles, or specific individuals
  • Show or hide content sections within a page for different groups
  • Create custom navigation menus or link directly to Portal Pages
  • Use buttons and links from your Dashboard to navigate deeper into Portal Pages
  • Designate a Portal Page as someone’s “Start Page”—they’ll land there instead of the default Dashboard when they log in

Common uses:

  • Build onboarding resources for new clients or employees
  • Maintain a central repository of company policies and procedures
  • Post company news and important updates
  • Share internal tools, file storage, and training content

Learn more about Portal Pages


Public Pages: Your Public Gateway

Landing Pages and Profile Pages are publicly accessible web pages designed to attract visitors and generate leads. They’re your storefront to the world.

Key features:

  • Published pages are live and available to the public immediately
  • Each page gets its own unique public URL for easy distribution
  • Create a custom “friendly URL” with a descriptive “slug” (the descriptive part at the end)
  • Embed custom QR codes to drive traffic from mobile devices
  • Use “Public” and “Private” content blocks for flexible visibility
  • Public blocks appear to everyone visiting the page
  • Private blocks show only to logged-in users or contacts the system recognizes through active sessions
  • Deliver targeted messaging based on visitor recognition for a personalized experience

Landing Page uses:

  • Promote limited-time offers or upcoming events
  • Collect leads by exchanging valuable resources for contact details
  • Display your offerings to a broad audience
  • Build dedicated pages for individual marketing campaigns
  • Show previous visitors relevant content as they return

Learn more about Landing Pages

Profile Page uses:

  • Share detailed information, images, and videos about your team members
  • Highlight staff credentials and specialized expertise
  • Let potential clients get to know your talent
  • Each staff member receives a unique Profile Page link

Learn more about Profile Pages


Conclusion

Dashboards, Portal Pages, Landing Pages, and Profile Pages each serve distinct purposes within Unificus. By understanding what each offers, you gain the ability to build a more efficient workflow, foster better internal teamwork, and strengthen your marketing strategy. Using all these tools together positions you for sustained growth and success.