Portal Pages

• Content Block Editor

  Build dynamic content using blocks for dashboards, portal pages, landing pages, LMS, proposals, and document generators.

• Customize the Menus

  Control menu visibility, organization, and appearance for different user roles in Unificus.

• Dynamic Data Placeholders

  Learn how dynamic data placeholders automatically personalize content based on who's viewing it.

• Dynamic Image Placeholders

  Upload custom logos and headers to contact and company profiles for personalized portal displays.

• PAGES: Assigning a Start Page

  Set up a personalized landing page that displays when users log into Unificus.

• PAGES: Creating a Landing Page

  Learn how to build, customize, and manage landing pages in Unificus.

• PAGES: Creating a Portal Page

  Build and manage custom portal pages in Unificus to share content with contacts and staff members.

• PAGES: Portal Page Templates

  Learn to create, save, and apply reusable page templates in Unificus.

• PAGES: Workspace Pages

  Learn how to create, assign, and collaborate on Workspace Pages in Unificus.

• Portal Access Invitation

  Send invitations to Contacts and Staff Members to register and access your Unificus portal.

• PORTAL: Overview

  Learn to customize your Unificus portal with pages, menus, and permissions for contacts and staff.

• PORTAL: Placeholder Links

  Learn how to create smart shortcuts that direct portal users to personalized content.

• Template Library

  Browse, create, and share reusable templates for proposals, documents, campaigns, and more within Unificus.

• Translations Toolkit

  Customize Unificus platform language and terminology to match your organization's needs.

• VIDEO: Working with iFrames

  Learn how to embed and style responsive iFrames in your Unificus portal.